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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
1
$15.7M 6.84%
47,773
+1,679
2
$10.7M 4.65%
114,099
+3,459
3
$6.55M 2.86%
14,977
+550
4
$5.95M 2.59%
24,571
-7,815
5
$5.05M 2.2%
105,275
+3,862
6
$4.57M 1.99%
79,516
-582
7
$4.2M 1.83%
14,398
-99
8
$4.12M 1.8%
22,821
-234
9
$4.07M 1.77%
36,834
+1,212
10
$4.03M 1.76%
47,814
-287
11
$4M 1.74%
39,366
-2,900
12
$3.96M 1.73%
10,455
+473
13
$3.74M 1.63%
17,970
-213
14
$3.37M 1.47%
62,215
+1,703
15
$3.32M 1.45%
74,859
-106
16
$3.22M 1.4%
61,923
-523
17
$3.15M 1.37%
57,332
-184
18
$3.05M 1.33%
39,448
-222
19
$2.9M 1.26%
47,500
20
$2.8M 1.22%
42,725
-277
21
$2.78M 1.21%
22,995
22
$2.77M 1.21%
36,395
23
$2.64M 1.15%
3,417
-8
24
$2.31M 1.01%
82,416
25
$2.23M 0.97%
295,946
-1,890
1
2 3 4 5