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
$190M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$590K
3
+$585K
4
AMRC icon
Ameresco
AMRC
+$433K
5
SMCI icon
Super Micro Computer
SMCI
+$432K

Top Sells

1
+$657K
2
+$531K
3
+$331K
4
ARW icon
Arrow Electronics
ARW
+$212K
5
ORCL icon
Oracle
ORCL
+$203K

Sector Composition

1 Technology 25.62%
2 Healthcare 13.09%
3 Industrials 12.97%
4 Consumer Discretionary 11.52%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$118K 0.06%
27,991
-559
152
$116K 0.06%
79,714
-5,879
153
$115K 0.06%
195,517
-10,750
154
$93.4K 0.05%
1,642
-167
155
$80.5K 0.04%
5,879
-651
156
$56.8K 0.03%
2,030
-241
157
$54.7K 0.03%
18,866
-392
158
$26.8K 0.01%
11,683
-1,118
159
$23.8K 0.01%
2,515
-346
160
$14.2K 0.01%
385
-48
161
– –
-58,625
162
– –
-1,915
163
– –
-27,741
3 4 5 6
7