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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.82%
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 16.1%
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
126
$352K 0.15%
3,075
+800
127
$341K 0.15%
1,211
128
$307K 0.13%
25,135
129
$299K 0.13%
10,998
130
$295K 0.13%
5,720
131
$293K 0.13%
3,494
132
$274K 0.12%
8,200
133
$273K 0.12%
6,047
134
$268K 0.12%
716
135
$265K 0.12%
28,197
-164
136
$263K 0.11%
20,323
-187
137
$255K 0.11%
27,591
-207
138
$252K 0.11%
10,248
139
$251K 0.11%
5,968
140
$248K 0.11%
34,255
141
$242K 0.11%
21,179
142
$233K 0.1%
+6,953
143
$230K 0.1%
3,669
-32
144
$227K 0.1%
17,253
145
$222K 0.1%
38,732
146
$221K 0.1%
29,241
-122
147
$217K 0.09%
2,042
148
$217K 0.09%
55,563
149
$217K 0.09%
+1,168
150
$215K 0.09%
7,617
-86
3 4 5
6
7