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
$190M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$626K
3
+$624K
4
AMRC icon
Ameresco
AMRC
+$455K
5
SMCI icon
Super Micro Computer
SMCI
+$443K

Top Sells

1
+$738K
2
+$563K
3
+$327K
4
TTMI icon
TTM Technologies
TTMI
+$220K
5
ARW icon
Arrow Electronics
ARW
+$218K

Sector Composition

1 Technology 25.62%
2 Healthcare 13.09%
3 Industrials 12.97%
4 Consumer Discretionary 11.52%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.16%
1,867
127
$292K 0.15%
3,000
-250
128
$288K 0.15%
814
129
$275K 0.14%
906
130
$271K 0.14%
11,230
-110
131
$252K 0.13%
4,847
132
$252K 0.13%
15,522
-1,059
133
$250K 0.13%
6,740
134
$245K 0.13%
+7,265
135
$243K 0.13%
680
136
$241K 0.13%
507
137
$239K 0.13%
9,640
138
$234K 0.12%
5,968
139
$230K 0.12%
+3,537
140
$221K 0.12%
808
141
$217K 0.11%
1,224
142
$209K 0.11%
38,915
-1,337
143
$200K 0.11%
14,000
144
$199K 0.1%
11,744
145
$191K 0.1%
15,215
-33
146
$180K 0.09%
25,857
-830
147
$168K 0.09%
27,608
-259
148
$154K 0.08%
23,575
149
$126K 0.07%
22,862
150
$118K 0.06%
5,688
-283
3 4 5
6
7