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
$540M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$3.02M
3
+$2.21M
4
RAIL icon
FreightCar America
RAIL
+$1.63M
5
ASYS icon
Amtech Systems
ASYS
+$1.21M

Top Sells

1
+$9.4M
2
+$3.3M
3
+$3.13M
4
DY icon
Dycom Industries
DY
+$2.45M
5
MIG
MEADOWBROOK INSURANCE GRP INC
MIG
+$2.45M

Sector Composition

1 Technology 20.81%
2 Industrials 18.39%
3 Consumer Discretionary 12.11%
4 Financials 11.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.04%
8,224
152
$225K 0.04%
3,718
153
$225K 0.04%
21,135
+10,455
154
$220K 0.04%
+1,855
155
$205K 0.04%
5,099
-97
156
$184K 0.03%
11,962
-4,938
157
$146K 0.03%
125,762
158
$108K 0.02%
29,640
+6,835
159
$96K 0.02%
13,209
-41
160
$41K 0.01%
111,141
-441,535
161
– –
-11,800
162
– –
-4,265
163
– –
-1,560
164
– –
-19,400
165
– –
-175,137
166
– –
-301,288
167
– –
-341,272
3 4 5 6
7