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
$160M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$532K
3
+$267K
4
ALGN icon
Align Technology
ALGN
+$239K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$202K

Top Sells

1
+$688K
2
+$589K
3
+$582K
4
SM icon
SM Energy
SM
+$243K
5
HWC icon
Hancock Whitney
HWC
+$216K

Sector Composition

1 Technology 30.07%
2 Industrials 13.77%
3 Consumer Discretionary 12.1%
4 Healthcare 10.57%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$75.9K 0.05%
28,743
+1,503
152
$68.2K 0.04%
19,943
+1,889
153
$36.6K 0.02%
16,265
+3,701
154
$27.4K 0.02%
63,671
+8,540
155
$752 ﹤0.01%
44,230
156
– –
-3,542
157
– –
-4,466
158
– –
-6,990
159
– –
-43,280
3 4 5 6
7