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
$548M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.41M
3
+$2.26M
4
TQNT
TRIQUINT SEMICONDUCTOR INC
TQNT
+$1.08M
5
BBSI icon
Barrett Business Services
BBSI
+$774K

Top Sells

1
+$5.81M
2
+$3.86M
3
+$3.78M
4
STKL
SunOpta
STKL
+$3.56M
5
PRGS icon
Progress Software
PRGS
+$1.97M

Sector Composition

1 Technology 18.74%
2 Industrials 17.99%
3 Financials 12.89%
4 Consumer Discretionary 11.43%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.2%
29,015
+2,000
102
$1.05M 0.19%
30,073
-1,541
103
$1.02M 0.19%
121,300
104
$984K 0.18%
53,973
-1,112
105
$978K 0.18%
301,288
-14,833
106
$943K 0.17%
36,310
+3,500
107
$918K 0.17%
10,968
108
$868K 0.16%
43,152
-2,374
109
$859K 0.16%
43,510
+3,950
110
$841K 0.15%
126,210
+28,000
111
$837K 0.15%
41,801
+2,483
112
$823K 0.15%
19,400
-5,450
113
$807K 0.15%
10,235
114
$801K 0.15%
6,616
-353
115
$787K 0.14%
39,330
116
$705K 0.13%
52,995
117
$691K 0.13%
17,915
+4,539
118
$685K 0.12%
11,600
119
$684K 0.12%
409,813
-64,355
120
$639K 0.12%
17,597
-325
121
$630K 0.11%
1,560
-100
122
$609K 0.11%
80,870
123
$590K 0.11%
17,950
+4,800
124
$589K 0.11%
5,370
125
$585K 0.11%
20,460
-250
3 4
5
6 7