IIM

Ironwood Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.03M
3
+$3.17M
4
XCRA
Xcerra Corporation
XCRA
+$2.83M
5
ZINC
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
+$2.11M

Top Sells

1
+$4.92M
2
+$4.8M
3
+$4.29M
4
PRGS icon
Progress Software
PRGS
+$2.92M
5
ZQK
QUICKSILVER,INC.
ZQK
+$2.61M

Sector Composition

1 Industrials 17.87%
2 Technology 15.27%
3 Consumer Discretionary 12.05%
4 Financials 11.09%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$173K 0.03%
30,465
+375
152
$170K 0.03%
12,284
-55
153
$132K 0.02%
125,762
-541,009
154
– –
-39,594
155
– –
-12,550
156
– –
-183,471
157
– –
-24,230
158
– –
-20,600
159
– –
-23,418
3 4 5 6
7