IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
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
+$4.99M
2
+$3.42M
3
+$2.6M
4
PRFT
Perficient Inc
PRFT
+$1.38M
5
BBSI icon
Barrett Business Services
BBSI
+$1.1M

Top Sells

1
+$9.31M
2
+$5.57M
3
+$2.23M
4
CSII
Cardiovascular Systems, Inc.
CSII
+$1.76M
5
STKL
SunOpta
STKL
+$1.76M

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
151
$315K 0.05%
12,430
+85
152
$312K 0.05%
+6,290
153
$312K 0.05%
+15,655
154
$275K 0.04%
4,700
155
$257K 0.04%
16,740
+2,747
156
$255K 0.04%
2,439
+65
157
$246K 0.04%
6,571
158
$246K 0.04%
13,350
+15
159
$227K 0.04%
2,618
160
$214K 0.03%
3,718
161
$146K 0.02%
125,762
162
$138K 0.02%
+12,520
163
– –
-43,220
164
– –
-12,945
3 4 5 6
7