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
$193M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$258K
3
+$239K
4
HWC icon
Hancock Whitney
HWC
+$207K
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$199K

Top Sells

1
+$1.23M
2
+$1.09M
3
+$786K
4
CADE
Cadence Bancorporation
CADE
+$438K
5
SWN
Southwestern Energy Company
SWN
+$175K

Sector Composition

1 Technology 31.36%
2 Consumer Discretionary 12.1%
3 Industrials 11.48%
4 Healthcare 11.24%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$262K 0.14%
55,133
-4,330
152
$260K 0.13%
1,836
153
$259K 0.13%
6,073
154
$253K 0.13%
29,461
+27
155
$251K 0.13%
4,847
156
$239K 0.12%
+1,525
157
$237K 0.12%
8,990
-1,129
158
$237K 0.12%
42,847
-31,615
159
$228K 0.12%
7,517
160
$214K 0.11%
24,424
161
$207K 0.11%
+4,401
162
$197K 0.1%
59,619
+35
163
$177K 0.09%
39
164
$151K 0.08%
20,952
165
$131K 0.07%
34,261
166
$119K 0.06%
19,904
+23
167
$109K 0.06%
781
+1
168
– –
-49,586
169
– –
-83,392
170
– –
-20,981
3 4 5 6
7