IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.93M
3
+$1.04M
4
DFRG
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
+$948K
5
TTMI icon
TTM Technologies
TTMI
+$514K

Top Sells

1
+$5.82M
2
+$1.22M
3
+$1.04M
4
MRCY icon
Mercury Systems
MRCY
+$1.01M
5
DY icon
Dycom Industries
DY
+$1M

Sector Composition

1 Technology 23.27%
2 Industrials 18.41%
3 Consumer Discretionary 11.41%
4 Financials 10.7%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$210K 0.09%
+2,665
152
$205K 0.08%
+2,425
153
$201K 0.08%
+2,086
154
$200K 0.08%
11,887
155
$194K 0.08%
2,324
-83
156
$160K 0.07%
25,052
-5,413
157
$124K 0.05%
125,762
158
$122K 0.05%
11,465
-435
159
$62K 0.03%
39,045
-1,445
160
$25K 0.01%
12,569
161
– –
-14,055
162
– –
-8,125
163
– –
-12,350
164
– –
-50,943
165
– –
-197,880
3 4 5 6
7