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
$140M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$683K
3
+$443K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$438K
5
RBBN icon
Ribbon Communications
RBBN
+$293K

Top Sells

1
+$1.38M
2
+$1.25M
3
+$910K
4
KLIC icon
Kulicke & Soffa
KLIC
+$684K
5
GVA icon
Granite Construction
GVA
+$640K

Sector Composition

1 Technology 28.36%
2 Industrials 16.54%
3 Financials 13.7%
4 Consumer Discretionary 10.9%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.15%
+2,538
152
$202K 0.14%
+2,458
153
$194K 0.14%
955
+266
154
$190K 0.14%
14,247
-274
155
$183K 0.13%
10,686
-343
156
$117K 0.08%
41,012
-291
157
$110K 0.08%
1,254
-47
158
$27K 0.02%
12,084
+65
159
– –
-25,780
160
– –
-11,050
161
– –
-45,133
162
– –
-5,350
163
– –
-11,419
164
– –
-2,538
165
– –
-39,464
166
– –
-40,495
167
– –
-20,420
3 4 5 6
7