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
76
$706K 0.49%
21,795
-1
77
$706K 0.49%
15,050
78
$703K 0.49%
14,454
+1
79
$702K 0.49%
7,666
+248
80
$685K 0.48%
16,387
81
$684K 0.48%
34,217
-42
82
$671K 0.47%
16,476
-1
83
$666K 0.47%
25,836
-65
84
$657K 0.46%
8,653
-1
85
$637K 0.44%
21,282
-1
86
$624K 0.44%
68,535
-3,710
87
$618K 0.43%
38,285
88
$617K 0.43%
20,447
-2
89
$606K 0.42%
4,383
-927
90
$606K 0.42%
31,515
-2
91
$600K 0.42%
31,511
-97
92
$588K 0.41%
495
+16
93
$586K 0.41%
17,824
-2,556
94
$582K 0.41%
3,863
+125
95
$576K 0.4%
54,673
-3,585
96
$574K 0.4%
55,176
-1,885
97
$565K 0.39%
2,732
+81
98
$561K 0.39%
4,029
+756
99
$527K 0.37%
7,341
100
$526K 0.37%
8,876
+280
2 3
4
5 6