IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$734K
3
+$675K
4
KOP icon
Koppers
KOP
+$308K
5
DLTH icon
Duluth Holdings
DLTH
+$233K

Top Sells

1
+$641K
2
+$604K
3
+$558K
4
KRA
Kraton Corporation
KRA
+$505K
5
KDP icon
Keurig Dr Pepper
KDP
+$443K

Sector Composition

1 Technology 28.82%
2 Industrials 16.56%
3 Financials 13.77%
4 Consumer Discretionary 10.43%
5 Materials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$193K 0.14%
14,317
+70
152
$164K 0.12%
10,237
+221
153
$146K 0.11%
10,870
+184
154
$143K 0.1%
976
+21
155
$105K 0.08%
41,155
+143
156
$74K 0.05%
1,293
+39
157
$33K 0.02%
12,084
158
– –
-3,495
159
– –
-2,870
160
– –
-4,565
161
– –
-61,652
162
– –
-92,206
3 4 5 6
7