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
$229M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$919K
3
+$855K
4
AVBC
Avidia Bancorp
AVBC
+$822K
5
SM icon
SM Energy
SM
+$601K

Top Sells

1
+$1.79M
2
+$809K
3
+$374K
4
TGT icon
Target
TGT
+$295K
5
NATL icon
NCR Atleos
NATL
+$281K

Sector Composition

1 Technology 23.48%
2 Industrials 15.4%
3 Consumer Discretionary 10.81%
4 Financials 9.21%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
126
Walt Disney
DIS
$176B
$352K 0.15%
3,075
+800
ORCL icon
127
Oracle
ORCL
$457B
$341K 0.15%
1,211
VALN
128
Valneva
VALN
$910M
$307K 0.13%
25,135
HPQ icon
129
HP
HPQ
$17.3B
$299K 0.13%
10,998
BAC icon
130
Bank of America
BAC
$338B
$295K 0.13%
5,720
MRK icon
131
Merck
MRK
$287B
$293K 0.13%
3,494
SCHE icon
132
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$274K 0.12%
8,200
BMY icon
133
Bristol-Myers Squibb
BMY
$120B
$273K 0.12%
6,047
ETN icon
134
Eaton
ETN
$135B
$268K 0.12%
716
ANIK icon
135
Anika Therapeutics
ANIK
$192M
$265K 0.12%
28,197
-164
SPT icon
136
Sprout Social
SPT
$356M
$263K 0.11%
20,323
-187
ASYS icon
137
Amtech Systems
ASYS
$184M
$255K 0.11%
27,591
-207
HPE icon
138
Hewlett Packard
HPE
$28.7B
$252K 0.11%
10,248
FLR icon
139
Fluor
FLR
$6.37B
$251K 0.11%
5,968
ALTG icon
140
Alta Equipment Group
ALTG
$196M
$248K 0.11%
34,255
PBI icon
141
Pitney Bowes
PBI
$1.52B
$242K 0.11%
21,179
INTC icon
142
Intel
INTC
$226B
$233K 0.1%
+6,953
HWC icon
143
Hancock Whitney
HWC
$5.07B
$230K 0.1%
3,669
-32
AES icon
144
AES
AES
$10.1B
$227K 0.1%
17,253
AVD icon
145
American Vanguard Corp
AVD
$118M
$222K 0.1%
38,732
MEI icon
146
Methode Electronics
MEI
$187M
$221K 0.1%
29,241
-122
EXE
147
Expand Energy Corp
EXE
$25.9B
$217K 0.09%
2,042
UIS icon
148
Unisys
UIS
$165M
$217K 0.09%
55,563
JNJ icon
149
Johnson & Johnson
JNJ
$583B
$217K 0.09%
+1,168
CRI icon
150
Carter's
CRI
$1.26B
$215K 0.09%
7,617
-86
3 4 5
6
7