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
$198M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$439K
3
+$288K
4
BHR
Braemar Hotels & Resorts
BHR
+$124K
5
CSCO icon
Cisco
CSCO
+$79.5K

Top Sells

1
+$218K
2
+$189K
3
+$160K
4
FRPT icon
Freshpet
FRPT
+$121K
5
GS icon
Goldman Sachs
GS
+$114K

Sector Composition

1 Technology 30.14%
2 Consumer Discretionary 12.3%
3 Industrials 11.98%
4 Healthcare 10.13%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.15%
+5,400
152
$277K 0.14%
24,424
153
$275K 0.14%
5,900
+500
154
$272K 0.14%
13,096
155
$267K 0.13%
6,995
156
$265K 0.13%
39
157
$262K 0.13%
15,982
-351
158
$254K 0.13%
29,434
-734
159
$251K 0.13%
1,836
160
$249K 0.13%
10,119
161
$248K 0.13%
4,847
162
$240K 0.12%
7,517
163
$220K 0.11%
25,324
-574
164
$210K 0.11%
45,036
-1,084
165
$206K 0.1%
59,584
-788
166
$188K 0.09%
34,261
167
$184K 0.09%
20,952
168
$151K 0.08%
19,881
-455
3 4 5 6
7