IIM

Ironwood Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$439K
3
+$288K
4
BHR
Braemar Hotels & Resorts
BHR
+$124K
5
CSCO icon
Cisco
CSCO
+$79.5K

Top Sells

1
+$218K
2
+$189K
3
+$160K
4
FRPT icon
Freshpet
FRPT
+$121K
5
GS icon
Goldman Sachs
GS
+$114K

Sector Composition

1 Technology 30.14%
2 Consumer Discretionary 12.3%
3 Industrials 11.98%
4 Healthcare 10.13%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$453K 0.23%
26,433
-622
127
$442K 0.22%
221,342
128
$438K 0.22%
20,981
-503
129
$422K 0.21%
74,462
130
$411K 0.21%
51
-1
131
$405K 0.2%
9,833
132
$389K 0.2%
1,102
133
$388K 0.2%
13,155
-264
134
$374K 0.19%
3,884
135
$373K 0.19%
5,556
-2,809
136
$372K 0.19%
780
-19
137
$369K 0.19%
11,235
138
$354K 0.18%
1,892
139
$349K 0.18%
19,722
140
$334K 0.17%
961
141
$328K 0.17%
40,493
-849
142
$328K 0.17%
22,501
-950
143
$327K 0.17%
6,073
144
$312K 0.16%
11,891
-267
145
$311K 0.16%
12,307
146
$301K 0.15%
3,871
-186
147
$293K 0.15%
16,528
148
$292K 0.15%
17,007
149
$292K 0.15%
43,897
150
$290K 0.15%
30,127
-722
3 4 5
6
7