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
126
$585K 0.11%
11,593
127
$496K 0.09%
29,590
128
$465K 0.08%
27,381
129
$447K 0.08%
17,580
130
$434K 0.08%
58,646
-2,789
131
$434K 0.08%
+4,265
132
$420K 0.08%
11,050
+2,100
133
$418K 0.08%
15,260
134
$418K 0.08%
14,142
135
$412K 0.08%
4,355
-25
136
$380K 0.07%
23,415
137
$370K 0.07%
13,320
+1
138
$360K 0.07%
18,867
139
$359K 0.07%
20,835
140
$351K 0.06%
6,160
141
$346K 0.06%
25,110
142
$337K 0.06%
4,700
143
$335K 0.06%
12,430
144
$314K 0.06%
5,789
145
$302K 0.06%
16,900
+160
146
$298K 0.05%
10,215
147
$297K 0.05%
15,320
148
$294K 0.05%
+11,900
149
$292K 0.05%
11,800
-152,827
150
$277K 0.05%
2,878
+25
3 4 5
6
7