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
$164M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.02M
3
+$826K
4
DRRX
DURECT Corp
DRRX
+$416K
5
FTV icon
Fortive
FTV
+$323K

Top Sells

1
+$2.52M
2
+$323K
3
+$273K
4
MEI icon
Methode Electronics
MEI
+$266K
5
KRNT icon
Kornit Digital
KRNT
+$261K

Sector Composition

1 Technology 28.23%
2 Industrials 12.94%
3 Consumer Discretionary 11.56%
4 Healthcare 10.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$106K 0.06%
1,809
+60
152
$51.6K 0.03%
19,258
-637
153
$47.4K 0.03%
27,741
-789
154
$34K 0.02%
2,861
-1
155
$32.1K 0.02%
433
-8
156
$24.3K 0.01%
58,625
-1,745
157
$21.8K 0.01%
12,801
-371
158
– –
-1,238
159
– –
-1,330
160
– –
-8,872
161
– –
-11,301
162
– –
-380
163
– –
-7,265
3 4 5 6
7