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

Top Buys

1
+$637K
2
+$583K
3
+$514K
4
DY icon
Dycom Industries
DY
+$403K
5
GE icon
GE Aerospace
GE
+$392K

Top Sells

1
+$2.54M
2
+$1.85M
3
+$959K
4
CVU icon
CPI Aerostructures
CVU
+$491K
5
TREC
Trecora Resources
TREC
+$479K

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
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154
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158
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160
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161
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163
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164
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-10,756
3 4 5 6
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