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
$143M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$483K
3
+$428K
4
GEOS icon
Geospace Technologies
GEOS
+$307K
5
DWSN icon
Dawson Geophysical
DWSN
+$306K

Top Sells

1
+$2.05M
2
+$413K
3
+$287K
4
INGR icon
Ingredion
INGR
+$261K
5
BBSI icon
Barrett Business Services
BBSI
+$176K

Sector Composition

1 Technology 29.16%
2 Industrials 15.56%
3 Financials 13.96%
4 Consumer Discretionary 12.09%
5 Materials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.67%
465,500
+100,000
52
$933K 0.65%
126,989
-5
53
$915K 0.64%
69,152
-120
54
$870K 0.61%
26,664
-2
55
$855K 0.6%
18,550
56
$843K 0.59%
37,682
-92
57
$833K 0.58%
10,039
-1
58
$824K 0.58%
25,203
-1
59
$821K 0.57%
6,188
60
$803K 0.56%
35,209
-2
61
$800K 0.56%
32,248
-1
62
$780K 0.54%
22,086
-1
63
$779K 0.54%
15,706
64
$778K 0.54%
20,143
-1
65
$777K 0.54%
10,937
-260
66
$772K 0.54%
17,450
67
$760K 0.53%
16,074
-25
68
$753K 0.53%
44,755
-2
69
$752K 0.53%
6,668
70
$747K 0.52%
8,826
71
$744K 0.52%
3,015
+95
72
$726K 0.51%
70,122
-3
73
$713K 0.5%
9,269
74
$709K 0.5%
10,760
+324
75
$707K 0.49%
138,260
-7,632
1 2
3
4 5