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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
$240M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.2M
3
+$1.18M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.14M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.07M

Top Sells

1
+$4.7M
2
+$1.23M
3
+$827K
4
CHD icon
Church & Dwight Co
CHD
+$807K
5
KOP icon
Koppers
KOP
+$602K

Sector Composition

1 Technology 20.96%
2 Industrials 15.56%
3 Consumer Discretionary 10.42%
4 Financials 10.35%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PBI icon
151
Pitney Bowes
PBI
$2.29B
$234K 0.1%
21,179
HWC icon
152
Hancock Whitney
HWC
$5.75B
$230K 0.1%
3,612
-50
EXE
153
Expand Energy Corp
EXE
$21.2B
$224K 0.09%
2,042
TGT icon
154
Target
TGT
$58.1B
$217K 0.09%
+1,790
CNNE icon
155
Cannae Holdings
CNNE
$630M
$212K 0.09%
+18,607
HPQ icon
156
HP
HPQ
$22.6B
$211K 0.09%
10,985
-13
AVNT icon
157
Avient
AVNT
$3.21B
$206K 0.09%
+5,675
NFBK icon
158
Northfield Bancorp
NFBK
$616M
$196K 0.08%
14,472
-200
FMC icon
159
FMC
FMC
$1.35B
$188K 0.08%
+10,907
UIS icon
160
Unisys
UIS
$270M
$177K 0.07%
85,612
+30,049
MEI icon
161
Methode Electronics
MEI
$374M
$160K 0.07%
29,030
+53
VALN
162
Valneva
VALN
$499M
$157K 0.07%
25,135
NEXT icon
163
NextDecade
NEXT
$2.23B
$153K 0.06%
19,921
NOMD icon
164
Nomad Foods
NOMD
$1.44B
$138K 0.06%
+14,368
AVD icon
165
American Vanguard Corp
AVD
$83.8M
$137K 0.06%
55,056
DLTH icon
166
Duluth Holdings
DLTH
$172M
$113K 0.05%
35,785
+272
SPT icon
167
Sprout Social
SPT
$425M
$104K 0.04%
18,232
-313
MQ icon
168
Marqeta
MQ
$1.62B
$104K 0.04%
25,447
+42
EVH icon
169
Evolent Health
EVH
$503M
$101K 0.04%
44,435
-3,272
TTEC icon
170
TTEC Holdings
TTEC
$108M
$58.9K 0.02%
23,540
+278
RBBN icon
171
Ribbon Communications
RBBN
$461M
$38.3K 0.02%
18,066
-284
AEM icon
172
Agnico Eagle Mines
AEM
$76.2B
– –
-4,881
CADE
173
DELISTED
Cadence Bank
CADE
– –
-28,596
CHD icon
174
Church & Dwight Co
CHD
$23.3B
– –
-9,625
ORCL icon
175
Oracle
ORCL
$579B
– –
-1,211
3 4 5 6
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