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
$140M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$683K
3
+$443K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$438K
5
RBBN icon
Ribbon Communications
RBBN
+$293K

Top Sells

1
+$1.38M
2
+$1.25M
3
+$910K
4
KLIC icon
Kulicke & Soffa
KLIC
+$684K
5
GVA icon
Granite Construction
GVA
+$640K

Sector Composition

1 Technology 28.36%
2 Industrials 16.54%
3 Financials 13.7%
4 Consumer Discretionary 10.9%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.05M 2.9%
251,540
2
$3.62M 2.59%
231,265
3
$3.31M 2.37%
65,121
-5,000
4
$3.11M 2.22%
60,485
-839
5
$3.05M 2.18%
285,190
6
$3.04M 2.17%
242,782
-4,511
7
$2.86M 2.04%
121,172
-252
8
$2.3M 1.65%
57,467
-57
9
$2.25M 1.61%
101,540
10
$2.2M 1.57%
28,486
11
$2.07M 1.48%
25,740
-2,500
12
$2.01M 1.44%
85,370
-5,176
13
$1.94M 1.39%
30,680
-5,000
14
$1.92M 1.38%
39,930
-976
15
$1.83M 1.31%
27,750
16
$1.83M 1.31%
28,653
-78
17
$1.76M 1.26%
40,418
-64
18
$1.74M 1.25%
38,895
+1,881
19
$1.74M 1.24%
26,208
20
$1.74M 1.24%
83,317
21
$1.68M 1.2%
35,925
22
$1.64M 1.17%
79,164
-1,422
23
$1.61M 1.15%
242
24
$1.58M 1.13%
22,220
25
$1.52M 1.09%
20,341
+11,266
1
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