IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$660K
3
+$621K
4
ASML icon
ASML
ASML
+$554K
5
TRS icon
TriMas Corp
TRS
+$465K

Top Sells

1
+$2.85M
2
+$569K
3
+$523K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$514K
5
RPRX icon
Royalty Pharma
RPRX
+$405K

Sector Composition

1 Technology 23.42%
2 Industrials 13.99%
3 Consumer Discretionary 10.56%
4 Financials 9.55%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$282K 0.14%
2,275
-55
127
$280K 0.14%
6,047
-192
128
$279K 0.14%
29,363
+954
129
$277K 0.13%
3,494
-177
130
$271K 0.13%
5,720
-19
131
$269K 0.13%
10,998
-108
132
$265K 0.13%
+1,211
133
$256K 0.12%
+716
134
$252K 0.12%
55,563
+131
135
$247K 0.12%
8,200
-149
136
$239K 0.12%
2,042
137
$232K 0.11%
7,703
-193
138
$231K 0.11%
21,179
-31,411
139
$216K 0.11%
34,255
140
$212K 0.1%
3,701
-154
141
$210K 0.1%
10,248
-108
142
$189K 0.09%
16,711
+5,223
143
$189K 0.09%
195,999
+114,776
144
$182K 0.09%
17,253
-75
145
$180K 0.09%
57,433
+3,898
146
$170K 0.08%
14,848
-600
147
$152K 0.07%
26,050
+1,910
148
$152K 0.07%
38,732
+23,559
149
$150K 0.07%
+27,852
150
$143K 0.07%
25,135
+113
3 4 5
6
7