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
$548M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.2M
3
+$2.18M
4
TQNT
TRIQUINT SEMICONDUCTOR INC
TQNT
+$868K
5
BBSI icon
Barrett Business Services
BBSI
+$835K

Top Sells

1
+$5.81M
2
+$3.76M
3
+$3.66M
4
DRIV
DIGITAL RIVER INC.
DRIV
+$3.34M
5
PRGS icon
Progress Software
PRGS
+$1.89M

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
151
$259K 0.05%
2,474
+35
152
$233K 0.04%
3,718
153
$232K 0.04%
8,224
154
$224K 0.04%
3,720
155
$211K 0.04%
5,196
156
$188K 0.03%
552,676
-27,870
157
$182K 0.03%
22,805
-7,640
158
$165K 0.03%
3,022
-966
159
$145K 0.03%
125,762
160
$131K 0.02%
+10,680
161
$108K 0.02%
13,250
162
– –
-924,940
163
– –
-408,852
3 4 5 6
7