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
$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 28.44%
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
$250K 0.18%
11,326
-369
152
$242K 0.18%
3,135
-50
153
$237K 0.17%
+2,302
154
$237K 0.17%
5,080
-82
155
$234K 0.17%
45,618
-10,137
156
$220K 0.16%
2,178
-438
157
$217K 0.16%
+4,577
158
$213K 0.16%
2,302
159
$169K 0.12%
11,297
-2,767
160
$160K 0.12%
37,580
-9,255
161
$90K 0.07%
42,575
-6,248
162
$63K 0.05%
248,784
+90,193
163
$45K 0.03%
12,164
-450
164
$36K 0.03%
2,633
-549
165
– –
-4,958
166
– –
-3,796
167
– –
-3,666
168
– –
-10,511
169
– –
-12,725
170
– –
-27,427
171
– –
-10,974
3 4 5 6
7