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
$202M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$927K
3
+$605K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$598K
5
ENOV icon
Enovis
ENOV
+$574K

Top Sells

1
+$856K
2
+$770K
3
+$511K
4
XOM icon
Exxon Mobil
XOM
+$363K
5
GT icon
Goodyear
GT
+$301K

Sector Composition

1 Technology 31.87%
2 Industrials 12.41%
3 Consumer Discretionary 11.63%
4 Healthcare 11.63%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$270K 0.13%
13,096
152
$270K 0.13%
449
-4
153
$265K 0.13%
16,402
+408
154
$265K 0.13%
8,990
155
$253K 0.13%
12,307
156
$252K 0.12%
4,121
-5,805
157
$250K 0.12%
30,265
+804
158
$230K 0.11%
7,517
159
$229K 0.11%
+343
160
$226K 0.11%
4,509
+108
161
$225K 0.11%
+9,875
162
$220K 0.11%
+464
163
$203K 0.1%
+680
164
$202K 0.1%
1,525
165
$200K 0.1%
42,847
166
$182K 0.09%
52
-1
167
$177K 0.09%
60,095
+476
168
$143K 0.07%
60,800
-1,917
169
$139K 0.07%
20,952
170
$134K 0.07%
49,385
-5,748
171
$133K 0.07%
800
+19
172
$130K 0.06%
41,731
-179,611
173
$129K 0.06%
34,261
174
$124K 0.06%
20,431
+527
175
– –
-24,424
4 5 6
7
8