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
$628M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.14M
3
+$2.88M
4
PRFT
Perficient Inc
PRFT
+$1.48M
5
BBSI icon
Barrett Business Services
BBSI
+$1.02M

Top Sells

1
+$11.6M
2
+$5.94M
3
+$2.39M
4
STKL
SunOpta
STKL
+$1.99M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.9M

Sector Composition

1 Industrials 18.68%
2 Technology 17.82%
3 Financials 11.59%
4 Consumer Discretionary 11.32%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$657K 0.1%
52,995
-705
127
$651K 0.1%
1,660
-40
128
$618K 0.1%
5,370
-145
129
$588K 0.09%
8,220
-185
130
$575K 0.09%
20,710
131
$563K 0.09%
11,600
132
$560K 0.09%
18,122
-150
133
$544K 0.09%
29,590
-760
134
$465K 0.07%
27,381
-202
135
$460K 0.07%
+3,945
136
$458K 0.07%
17,975
-695
137
$448K 0.07%
11,593
+55
138
$422K 0.07%
26,693
+10,380
139
$421K 0.07%
+19,284
140
$406K 0.06%
23,930
+4,525
141
$401K 0.06%
14,242
-68
142
$400K 0.06%
4,480
143
$393K 0.06%
25,300
+215
144
$356K 0.06%
13,150
-300
145
$356K 0.06%
20,835
-715
146
$331K 0.05%
13,319
+1,701
147
$330K 0.05%
12,265
-455
148
$322K 0.05%
8,950
-350
149
$320K 0.05%
5,789
150
$320K 0.05%
+12,620
3 4 5
6
7