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
$187M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$940K
3
+$558K
4
IRBT
iRobot
IRBT
+$467K
5
SONO icon
Sonos
SONO
+$411K

Top Sells

1
+$2.03M
2
+$1.58M
3
+$1.43M
4
GPI icon
Group 1 Automotive
GPI
+$1.3M
5
GFF icon
Griffon
GFF
+$1.29M

Sector Composition

1 Technology 22.74%
2 Industrials 12.84%
3 Consumer Discretionary 10.51%
4 Healthcare 10.06%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$121K 0.06%
83,645
-2,379
152
$117K 0.06%
38,700
153
$115K 0.06%
12,761
-14,787
154
$92.7K 0.05%
150,087
-7,516
155
$92.6K 0.05%
25,298
-532
156
$69.9K 0.04%
21,494
157
$61.7K 0.03%
18,765
+73
158
$31.3K 0.02%
2,165
-100
159
$27.4K 0.01%
12,752
+63
160
$16.2K 0.01%
2,701
-100
161
– –
-727
162
– –
-1,892
163
– –
-3,552
164
– –
-1,205
165
– –
-7,550
166
– –
-1,802
167
– –
-22,219
168
– –
-6,000
169
– –
-5,968
170
– –
-3,568
171
– –
-5,894
172
– –
-2,390
173
– –
-26,935
3 4 5 6
7