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
101
$525K 0.37%
5,455
+167
102
$492K 0.34%
42,212
103
$491K 0.34%
2,941
+92
104
$491K 0.34%
58,850
-3,880
105
$490K 0.34%
35,880
-3
106
$485K 0.34%
44,058
-2
107
$483K 0.34%
+3,309
108
$479K 0.33%
34,221
-2,244
109
$472K 0.33%
4,126
110
$471K 0.33%
32,488
+1,000
111
$466K 0.33%
122,080
112
$453K 0.32%
9,209
+305
113
$450K 0.31%
2,100
-807
114
$441K 0.31%
7,105
115
$436K 0.3%
7,566
-1
116
$428K 0.3%
+84,799
117
$428K 0.3%
3,829
118
$414K 0.29%
36,670
-3
119
$413K 0.29%
33,340
-3
120
$411K 0.29%
25,206
121
$410K 0.29%
25,774
-2
122
$410K 0.29%
2,043
123
$409K 0.29%
2,254
+57
124
$408K 0.29%
17,458
125
$385K 0.27%
5,686
-35
3 4
5
6 7