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
$183M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$814K
2
+$761K
3
+$496K
4
PFE icon
Pfizer
PFE
+$327K
5
PGY icon
Pagaya Technologies
PGY
+$318K

Top Sells

1
+$1.15M
2
+$1.01M
3
+$991K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

1 Technology 20.81%
2 Industrials 13.43%
3 Consumer Discretionary 10.42%
4 Financials 10.22%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$60.7K 0.03%
34,868
-1,095
152
$54.6K 0.03%
81,223
-4,841
153
$45.8K 0.03%
21,494
154
$25.5K 0.01%
1,825
-154
155
– –
-10,500
156
– –
-12,566
157
– –
-716
158
– –
-8,825
159
– –
-1,211
160
– –
-643
161
– –
-24,280
162
– –
-11,635
163
– –
-91,420
3 4 5 6
7