IIM
Ironwood Investment Management Portfolio holdings
AUM
$238M
1-Year Est. Return
32.48%
This Fund
S&P 500
1 Year Est. Return
+32.48%
AUM
$238M
AUM Growth
+$8.5M
(+3.7%)
Holding
180
Top Buys
| 1 | +$2.88M | |
| 2 | +$1.02M | |
| 3 | +$964K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$688K |
| 5 |
Porch Group
PRCH
|
+$598K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$793K | |
| 3 | +$749K | |
| 4 |
Cisco
CSCO
|
+$557K |
| 5 |
Agnico Eagle Mines
AEM
|
+$508K |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Industrials | 14.28% |
| 3 | Consumer Discretionary | 11.27% |
| 4 | Financials | 9.51% |
| 5 | Healthcare | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Sprout Social
SPT
$356M
| $209K | 0.09% |
18,545
-1,778
|
|
||
152
Methode Electronics
MEI
$187M
| $192K | 0.08% |
28,977
-264
|
|
||
153
Evolent Health
EVH
$342M
| $191K | 0.08% |
47,707
-2,390
|
|
||
154
Talos Energy
TALO
$2.28B
| $176K | 0.07% |
16,013
+73
|
|
||
155
Northfield Bancorp
NFBK
$545M
| $168K | 0.07% |
14,672
-33
|
|
||
156
Resources Connection
RGP
$118M
| $160K | 0.07% |
+31,816
|
|
||
157
Unisys
UIS
$165M
| $153K | 0.06% |
55,563
|
|
||
158
Marqeta
MQ
$1.7B
| $121K | 0.05% |
25,405
-429
|
|
||
159
NextDecade
NEXT
$1.54B
| $105K | 0.04% |
+19,921
|
|
||
160
TTEC Holdings
TTEC
$133M
| $83.7K | 0.04% |
23,262
-893
|
|
||
161
Duluth Holdings
DLTH
$81.5M
| $73.9K | 0.03% |
35,513
-834
|
|
||
162
Ribbon Communications
RBBN
$378M
| $52.8K | 0.02% |
18,350
-52
|
|
||
163
Acco Brands
ACCO
$306M
| – | – |
-26,787
|
|
||
164
Alta Equipment Group
ALTG
$196M
| – | – |
-34,255
|
|
||
|
IRBT
165
DELISTED
iRobot
IRBT
| – | – |
-56,995
|
|
||
166
InspireMD
NSPR
$69.9M
| – | – |
-61,579
|
|
||
167
Newell Brands
NWL
$1.73B
| – | – |
-27,852
|
|
||
168
Vanguard FTSE Europe ETF
VGK
$30.2B
| – | – |
-9,390
|
|