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
$206M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$660K
3
+$621K
4
ASML icon
ASML
ASML
+$554K
5
TRS icon
TriMas Corp
TRS
+$465K

Top Sells

1
+$2.85M
2
+$569K
3
+$523K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$514K
5
RPRX icon
Royalty Pharma
RPRX
+$405K

Sector Composition

1 Technology 23.42%
2 Industrials 13.99%
3 Consumer Discretionary 10.56%
4 Financials 9.55%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$142K 0.07%
+21,297
152
$137K 0.07%
+60,547
153
$135K 0.07%
+15,940
154
$123K 0.06%
27,798
+1,507
155
$117K 0.06%
24,375
-604
156
$96.7K 0.05%
27,010
+1,908
157
$77.2K 0.04%
36,743
+1,875
158
$75K 0.04%
118,106
-45,828
159
$74.8K 0.04%
18,645
-573
160
– –
-5,833
161
– –
-14,903
162
– –
-1,825
163
– –
-6,740
164
– –
-13,000
165
– –
-21,494
166
– –
-23,046
3 4 5 6
7