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
$198M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$439K
3
+$288K
4
BHR
Braemar Hotels & Resorts
BHR
+$124K
5
CSCO icon
Cisco
CSCO
+$79.5K

Top Sells

1
+$218K
2
+$189K
3
+$160K
4
FRPT icon
Freshpet
FRPT
+$121K
5
GS icon
Goldman Sachs
GS
+$114K

Sector Composition

1 Technology 30.14%
2 Consumer Discretionary 12.3%
3 Industrials 11.98%
4 Healthcare 10.13%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.5M 3.28%
93,422
-1,512
2
$5.64M 2.85%
530,348
3
$5.33M 2.69%
32,686
-740
4
$5.04M 2.55%
22,640
+348
5
$4.35M 2.19%
54,045
-878
6
$4.19M 2.12%
76,100
7
$4.03M 2.04%
51,117
+496
8
$3.75M 1.89%
35,425
-666
9
$3.73M 1.88%
24,156
+100
10
$3.49M 1.76%
51,727
-772
11
$3.29M 1.66%
101,776
12
$3.2M 1.61%
176,148
-284
13
$3.14M 1.59%
30,492
-641
14
$2.9M 1.46%
25,489
15
$2.77M 1.4%
41,857
-612
16
$2.69M 1.36%
111,215
+2,500
17
$2.68M 1.35%
95,619
-5,705
18
$2.49M 1.26%
174,060
-15,263
19
$2.44M 1.23%
62,242
+1,600
20
$2.42M 1.22%
49,071
-349
21
$2.18M 1.1%
168,318
-1,998
22
$2M 1.01%
322,640
+20,000
23
$1.89M 0.96%
44,375
-815
24
$1.89M 0.95%
537,050
-6,450
25
$1.8M 0.91%
19,835
-434
1
2 3 4 5