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
$133M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$981K
3
+$667K
4
VYX icon
NCR Voyix
VYX
+$611K
5
ARW icon
Arrow Electronics
ARW
+$552K

Top Sells

1
+$2.25M
2
+$433K
3
+$344K
4
TDY icon
Teledyne Technologies
TDY
+$214K
5
HWC icon
Hancock Whitney
HWC
+$208K

Sector Composition

1 Technology 33.46%
2 Industrials 17.47%
3 Financials 12.15%
4 Consumer Discretionary 9.84%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,119
152
– –
-4,170
153
– –
-23,651
3 4 5 6
7