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
$540M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.88M
3
+$2.27M
4
RAIL icon
FreightCar America
RAIL
+$1.85M
5
ASYS icon
Amtech Systems
ASYS
+$1.34M

Top Sells

1
+$9.4M
2
+$8.4M
3
+$3.26M
4
VOLC
VOLCANO CORPORATION COM STK
VOLC
+$3.13M
5
DY icon
Dycom Industries
DY
+$3.05M

Sector Composition

1 Technology 20.21%
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
$225K 0.04%
21,135
+10,455
152
$225K 0.04%
3,718
153
$220K 0.04%
+1,855
154
$205K 0.04%
5,099
-97
155
$184K 0.03%
11,962
-4,938
156
$146K 0.03%
125,762
157
$108K 0.02%
29,640
+6,835
158
$96K 0.02%
13,209
-41
159
$41K 0.01%
111,141
-441,535
160
– –
-4,265
161
– –
-1,560
162
– –
-423,298
163
– –
-19,400
164
– –
-175,137
165
– –
-11,800
166
– –
-301,288
167
– –
-341,272
3 4 5 6
7