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
$142M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$801K
3
+$411K
4
AZZ icon
AZZ Inc
AZZ
+$363K
5
UFPI icon
UFP Industries
UFPI
+$336K

Top Sells

1
+$1.13M
2
+$941K
3
+$908K
4
KATE
Kate Spade & Company
KATE
+$854K
5
FOE
Ferro Corporation
FOE
+$493K

Sector Composition

1 Technology 28.89%
2 Industrials 17.42%
3 Financials 12.83%
4 Consumer Discretionary 9.21%
5 Materials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$212K 0.15%
11,950
152
$205K 0.14%
1,167
153
$204K 0.14%
5,350
-29,705
154
$178K 0.13%
10,419
+7
155
$176K 0.12%
45,133
-641
156
$152K 0.11%
20,420
-122,009
157
$115K 0.08%
1,301
-2
158
$105K 0.07%
41,303
-654
159
$45K 0.03%
2,538
-52
160
$16K 0.01%
12,019
-65
161
– –
-4,468
162
– –
-4,400
163
– –
-55,827
164
– –
-109,110
165
– –
-10,866
166
– –
-46,179
3 4 5 6
7