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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$919K
3
+$855K
4
AVBC
Avidia Bancorp
AVBC
+$822K
5
SM icon
SM Energy
SM
+$601K

Top Sells

1
+$1.79M
2
+$809K
3
+$374K
4
TGT icon
Target
TGT
+$295K
5
NATL icon
NCR Atleos
NATL
+$281K

Sector Composition

1 Technology 23.48%
2 Industrials 16.1%
3 Consumer Discretionary 10.81%
4 Financials 9.21%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$205K 0.09%
56,995
-438
152
$204K 0.09%
16,711
153
$174K 0.08%
14,705
-143
154
$153K 0.07%
15,940
155
$148K 0.06%
61,579
+1,032
156
$146K 0.06%
27,852
157
$142K 0.06%
36,347
-396
158
$136K 0.06%
25,834
-216
159
$107K 0.05%
26,787
-223
160
$81.2K 0.04%
24,155
-220
161
$69.9K 0.03%
18,402
-243
162
– –
-118,106
163
– –
-10,665
164
– –
-2,990
3 4 5 6
7