IIM

Ironwood Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.88M
3
+$2.27M
4
RAIL icon
FreightCar America
RAIL
+$1.85M
5
ASYS icon
Amtech Systems
ASYS
+$1.34M

Top Sells

1
+$9.4M
2
+$8.4M
3
+$3.26M
4
VOLC
VOLCANO CORPORATION COM STK
VOLC
+$3.13M
5
DY icon
Dycom Industries
DY
+$3.05M

Sector Composition

1 Technology 20.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.11%
4 Financials 11.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 3.02%
211,211
-14,329
2
$15M 2.77%
383,381
-26,982
3
$13.5M 2.49%
246,186
-16,244
4
$10.8M 1.99%
425,402
-29,773
5
$10.4M 1.93%
502,975
-34,755
6
$10.2M 1.88%
936,012
-61,620
7
$9.91M 1.84%
210,765
-15,171
8
$9.79M 1.81%
665,284
-46,862
9
$9.7M 1.79%
772,620
-23,610
10
$9.24M 1.71%
194,633
-14,769
11
$9.19M 1.7%
76,092
-5,397
12
$9.14M 1.69%
587,929
-39,913
13
$8.81M 1.63%
96,904
-5,591
14
$8.33M 1.54%
1,010,864
-8,460
15
$8.23M 1.52%
342,644
-23,830
16
$8.15M 1.51%
286,877
-24,773
17
$7.97M 1.48%
262,293
-17,223
18
$7.67M 1.42%
157,127
-62,429
19
$7.58M 1.4%
104,456
-6,986
20
$7.5M 1.39%
182,829
-12,224
21
$7.35M 1.36%
691,940
-46,358
22
$7.32M 1.36%
252,776
-15,016
23
$7.1M 1.31%
197,777
-12,812
24
$6.98M 1.29%
155,153
-9,993
25
$6.96M 1.29%
78,153
-5,522
1
2 3 4 5