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
126
$377K 0.26%
11,950
127
$358K 0.25%
6,609
-17
128
$356K 0.25%
4,100
129
$354K 0.25%
7,908
+3,437
130
$346K 0.24%
2,302
131
$330K 0.23%
23,602
132
$325K 0.23%
11,034
133
$320K 0.22%
2,100
134
$311K 0.22%
1,982
-971
135
$307K 0.21%
+22,426
136
$306K 0.21%
+49,390
137
$282K 0.2%
26,992
-7,782
138
$279K 0.19%
1,971
+62
139
$276K 0.19%
+10,717
140
$257K 0.18%
10,192
141
$256K 0.18%
5,383
-1
142
$256K 0.18%
37,447
-241
143
$243K 0.17%
+4,300
144
$233K 0.16%
4,577
145
$231K 0.16%
13,518
-1
146
$221K 0.15%
4,400
147
$217K 0.15%
6,400
148
$206K 0.14%
+1,167
149
$204K 0.14%
24,634
-34,688
150
$199K 0.14%
14,255
-1
3 4 5
6
7