IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
This Quarter Return
-0.44%
1 Year Return
+21.74%
3 Year Return
+140.06%
5 Year Return
+272.77%
10 Year Return
+756.46%
AUM
$187M
AUM Growth
+$187M
(-8.7%)
Cap. Flow
-$9.01M
Cap. Flow
% of AUM
-4.82%
Top 10 Holdings %
Top 10 Hldgs %
28.7%
Holding
182
New
8
Increased
60
Reduced
56
Closed
13
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$6.82M |
| 2 |
Evolv Technologies
EVLV
|
$724K |
| 3 |
Intercontinental Exchange
ICE
|
$569K |
| 4 |
iRobot
IRBT
|
$461K |
| 5 |
Anika Therapeutics
ANIK
|
$381K |
Top Sells
| 1 |
Super Micro Computer
SMCI
|
$1.94M |
| 2 |
Barrett Business Services
BBSI
|
$1.64M |
| 3 |
Group 1 Automotive
GPI
|
$1.31M |
| 4 |
Griffon
GFF
|
$1.21M |
| 5 |
JPMorgan Chase
JPM
|
$1.17M |
Sector Composition
| 1 | Technology | 22.74% |
| 2 | Industrials | 12.84% |
| 3 | Consumer Discretionary | 10.51% |
| 4 | Healthcare | 10.06% |
| 5 | Financials | 8.1% |
