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
$202M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$927K
3
+$605K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$598K
5
ENOV icon
Enovis
ENOV
+$574K

Top Sells

1
+$856K
2
+$770K
3
+$511K
4
XOM icon
Exxon Mobil
XOM
+$363K
5
GT icon
Goodyear
GT
+$301K

Sector Composition

1 Technology 31.87%
2 Industrials 12.41%
3 Consumer Discretionary 11.63%
4 Healthcare 11.63%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-10,194
177
– –
-17,007
178
– –
-39
4 5 6 7
8