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
$205M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$770K
3
+$767K
4
GPI icon
Group 1 Automotive
GPI
+$701K
5
GFF icon
Griffon
GFF
+$697K

Top Sells

1
+$23.2M
2
+$5.18M
3
+$729K
4
COLB icon
Columbia Banking Systems
COLB
+$525K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$430K

Sector Composition

1 Technology 24.4%
2 Industrials 14.2%
3 Consumer Discretionary 12.41%
4 Healthcare 10.12%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$334K 0.16%
1,867
127
$324K 0.16%
18,072
-1,500
128
$315K 0.15%
1,836
129
$307K 0.15%
6,953
-2,200
130
$305K 0.15%
906
131
$295K 0.14%
22,219
+635
132
$288K 0.14%
+2,357
133
$279K 0.14%
4,847
134
$272K 0.13%
55,432
-5,876
135
$271K 0.13%
26,130
-1,225
136
$267K 0.13%
6,740
137
$256K 0.13%
211,891
+16,374
138
$255K 0.12%
11,033
-197
139
$252K 0.12%
5,968
140
$249K 0.12%
6,579
-686
141
$238K 0.12%
727
-81
142
$224K 0.11%
+716
143
$219K 0.11%
8,670
-970
144
$214K 0.1%
3,552
+15
145
$212K 0.1%
+1,690
146
$198K 0.1%
+25,022
147
$193K 0.09%
27,548
+4,686
148
$191K 0.09%
10,778
-966
149
$189K 0.09%
38,522
-393
150
$179K 0.09%
23,575
3 4 5
6
7