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
$137M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$607K
3
+$583K
4
DATA
Tableau Software, Inc.
DATA
+$514K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$461K

Top Sells

1
+$735K
2
+$723K
3
+$697K
4
PEGA icon
Pegasystems
PEGA
+$476K
5
CVS icon
CVS Health
CVS
+$441K

Sector Composition

1 Technology 27.95%
2 Industrials 17.35%
3 Financials 11.05%
4 Consumer Discretionary 9.49%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.18%
3,135
-50
152
$237K 0.17%
+2,302
153
$237K 0.17%
5,080
-82
154
$234K 0.17%
45,618
-10,137
155
$220K 0.16%
2,178
-438
156
$217K 0.16%
+4,577
157
$213K 0.16%
2,302
158
$169K 0.12%
11,297
-2,767
159
$160K 0.12%
37,580
-9,255
160
$90K 0.07%
42,575
-6,248
161
$63K 0.05%
248,784
+90,193
162
$45K 0.03%
12,164
-450
163
$36K 0.03%
2,633
-549
164
– –
-4,958
165
– –
-3,796
166
– –
-3,666
167
– –
-10,511
168
– –
-12,725
169
– –
-27,427
170
– –
-10,974
3 4 5 6
7