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
$108M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$622K
3
+$542K
4
DY icon
Dycom Industries
DY
+$501K
5
GE icon
GE Aerospace
GE
+$488K

Top Sells

1
+$2.54M
2
+$1.85M
3
+$959K
4
BANC icon
Banc of California
BANC
+$548K
5
CVU icon
CPI Aerostructures
CVU
+$491K

Sector Composition

1 Technology 30.66%
2 Industrials 17.42%
3 Financials 14.24%
4 Consumer Discretionary 9.63%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-6,400
152
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153
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-58,850
154
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-49,390
155
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-26,992
156
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-4,400
157
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-34,221
158
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-10,192
159
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-20,341
160
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-17,770
161
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-10,756
162
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-5,383
163
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-1,167
164
– –
-10,822
3 4 5 6
7