IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
This Quarter Return
+20.81%
1 Year Return
+21.74%
3 Year Return
+140.06%
5 Year Return
+272.77%
10 Year Return
+756.46%
AUM
$190M
AUM Growth
+$26.5M
(+16%)
Cap. Flow
+$2.59M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
30.68%
Holding
171
New
7
Increased
38
Reduced
92
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.02M |
| 2 |
NCR Atleos
NATL
|
$626K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$624K |
| 4 |
Ameresco
AMRC
|
$455K |
| 5 |
Super Micro Computer
SMCI
|
$443K |
Top Sells
| 1 |
Barrett Business Services
BBSI
|
$738K |
| 2 |
NCR Voyix
VYX
|
$563K |
| 3 |
Cisco
CSCO
|
$327K |
| 4 |
TTM Technologies
TTMI
|
$220K |
| 5 |
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% |
