PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001238990 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $1,812,892 (100.0% shares, 0.0% debt)

Holdings (168)

SNEX STONEX GROUP INC 3.7%
Value ($000) $66,782 Shares 815,611 Est. Cost $31.88 Unrealized +66.5%
RDNT RADNET INC 2.6%
Value ($000) $47,007 Shares 677,430 Est. Cost $17.93 Unrealized +251.6%
BXC BLUELINX HLDGS INC 2.2%
Value ($000) $39,770 Shares 377,253 Est. Cost $16.71 Unrealized +511.5%
GSL GLOBAL SHIP LEASE INC NEW 2.0%
Value ($000) $36,343 Shares 1,363,704 Est. Cost $12.09 Unrealized +112.4%
SFM SPROUTS FMRS MKT INC 2.0%
Value ($000) $36,053 Shares 326,534 Est. Cost $25.18 Unrealized +278.8%
ACA ARCOSA INC 1.9%
Value ($000) $34,051 Shares 359,335 Est. Cost $55.68 Unrealized +56.3%
AVID BIOSERVICES INC 1.8%
Value ($000) $33,384 Shares 2,933,533 Est. Cost $9.06 Unrealized
GRBK GREEN BRICK PARTNERS INC 1.8%
Value ($000) $32,223 Shares 385,817 Est. Cost $9.56 Unrealized +655.2%
PIMCO DYNAMIC INCOME STRATEG 1.7%
Value ($000) $31,603 Shares 1,339,669 Est. Cost $11.67 Unrealized
VRRM VERRA MOBILITY CORP 1.7%
Value ($000) $30,371 Shares 1,092,089 Est. Cost $17.47 Unrealized +60.7%
EFC ELLINGTON FINANCIAL INC 1.5%
Value ($000) $27,798 Shares 2,156,546 Est. Cost $12.50 Unrealized
FC FRANKLIN COVEY CO 1.4%
Value ($000) $25,898 Shares 629,666 Est. Cost $22.78 Unrealized +75.9%
WTTR SELECT WATER SOLUTIONS INC 1.4%
Value ($000) $25,714 Shares 2,310,316 Est. Cost $7.43 Unrealized
HSTM HEALTHSTREAM INC 1.4%
Value ($000) $24,823 Shares 860,709 Est. Cost $24.18 Unrealized +18.5%
VTS VITESSE ENERGY INC 1.3%
Value ($000) $22,837 Shares 950,769 Est. Cost $20.18 Unrealized +22.3%
GOOGL ALPHABET INC 1.3%
Value ($000) $22,670 Shares 136,692 Est. Cost $114.67 Unrealized +45.4%
BLDR BUILDERS FIRSTSOURCE INC 1.2%
Value ($000) $22,625 Shares 116,710 Est. Cost $59.01 Unrealized +181.0%
LAUR LAUREATE EDUCATION INC 1.2%
Value ($000) $21,957 Shares 1,321,888 Est. Cost $14.23 Unrealized +7.4%
KKR KKR & CO INC 1.2%
Value ($000) $21,660 Shares 165,879 Est. Cost $51.11 Unrealized +129.8%
CLMB CLIMB GLOBAL SOLUTIONS INC 1.1%
Value ($000) $19,960 Shares 200,519 Est. Cost $37.20 Unrealized +113.3%
FISV FISERV INC 1.1%
Value ($000) $19,628 Shares 109,259 Est. Cost $65.83 Unrealized +150.6%
ATEN A10 NETWORKS INC 1.1%
Value ($000) $19,376 Shares 1,341,824 Est. Cost $13.37 Unrealized -1.3%
UTI UNIVERSAL TECHNICAL INST INC 1.1%
Value ($000) $19,138 Shares 1,177,000 Est. Cost $6.57 Unrealized +160.8%
PLOW DOUGLAS DYNAMICS INC 1.0%
Value ($000) $18,670 Shares 676,956 Est. Cost $29.33 Unrealized -10.1%
HLMN HILLMAN SOLUTIONS CORP 1.0%
Value ($000) $18,017 Shares 1,706,174 Est. Cost $8.24 Unrealized +17.0%
ORCL ORACLE CORP 1.0%
Value ($000) $18,015 Shares 105,719 Est. Cost $45.24 Unrealized +216.2%
CVCO CAVCO INDS INC DEL 1.0%
Value ($000) $17,991 Shares 42,012 Est. Cost $316.41 Unrealized +24.7%
CSW CSW INDUSTRIALS INC 1.0%
Value ($000) $17,793 Shares 48,563 Est. Cost $45.84 Unrealized +577.3%
CSWC CAPITAL SOUTHWEST CORP 0.9%
Value ($000) $17,085 Shares 675,583 Est. Cost $8.50 Unrealized +147.9%
BV BRIGHTVIEW HLDGS INC 0.9%
Value ($000) $16,956 Shares 1,077,250 Est. Cost $11.25 Unrealized +28.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $16,844 Shares 36,597 Est. Cost $156.42 Unrealized +182.7%
TDW TIDEWATER INC NEW 0.9%
Value ($000) $16,784 Shares 233,798 Est. Cost $71.57 Unrealized +21.8%
AMP AMERIPRISE FINL INC 0.9%
Value ($000) $16,764 Shares 35,682 Est. Cost $119.54 Unrealized +256.8%
LEGH LEGACY HOUSING CORP 0.9%
Value ($000) $16,492 Shares 603,008 Est. Cost $21.49 Unrealized +22.1%
PARR PAR PAC HOLDINGS INC 0.9%
Value ($000) $16,149 Shares 917,533 Est. Cost $15.65 Unrealized +42.7%
NEOG NEOGEN CORP 0.9%
Value ($000) $15,603 Shares 928,200 Est. Cost $14.85 Unrealized +10.8%
CMCO COLUMBUS MCKINNON CORP N Y 0.9%
Value ($000) $15,445 Shares 429,038 Est. Cost $35.33 Unrealized -6.1%
MSFT MICROSOFT CORP 0.8%
Value ($000) $15,398 Shares 35,783 Est. Cost $67.31 Unrealized +528.5%
SKY CHAMPION HOMES INC 0.8%
Value ($000) $15,273 Shares 161,018 Est. Cost $70.12 Unrealized +19.5%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.8%
Value ($000) $15,106 Shares 1,375,794 Est. Cost $13.51 Unrealized -6.9%
ADUS ADDUS HOMECARE CORP 0.8%
Value ($000) $14,419 Shares 108,387 Est. Cost $51.74 Unrealized +144.0%
CIVI CIVITAS RESOURCES INC 0.8%
Value ($000) $14,245 Shares 281,133 Est. Cost $50.43 Unrealized +11.4%
SILA SILA REALTY TRUST INC 0.8%
Value ($000) $14,121 Shares 558,366 Est. Cost $25.29 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $13,817 Shares 22,338 Est. Cost $509.93 Unrealized +15.5%
RPRX ROYALTY PHARMA PLC 0.7%
Value ($000) $13,043 Shares 461,051 Est. Cost $29.13 Unrealized -4.9%
BG BUNGE GLOBAL SA 0.7%
Value ($000) $13,008 Shares 134,606 Est. Cost $95.29 Unrealized +2.6%
ALG ALAMO GROUP INC 0.7%
Value ($000) $12,724 Shares 70,635 Est. Cost $69.27 Unrealized +154.8%
DSGR DISTRIBUTION SOLUTIONS GRP I 0.7%
Value ($000) $12,569 Shares 326,388 Est. Cost $21.04 Unrealized +62.2%
DIS DISNEY WALT CO 0.7%
Value ($000) $12,413 Shares 129,042 Est. Cost $98.64 Unrealized -8.2%
BBDC BARINGS BDC INC 0.7%
Value ($000) $12,342 Shares 1,259,431 Est. Cost $5.21 Unrealized +60.8%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $12,257 Shares 58,130 Est. Cost $75.68 Unrealized +170.8%
UFPT UFP TECHNOLOGIES INC 0.7%
Value ($000) $12,225 Shares 38,600 Est. Cost $21.30 Unrealized +1396.3%
MTCH MATCH GROUP INC NEW 0.7%
Value ($000) $12,163 Shares 321,422 Est. Cost $35.39 Unrealized -3.4%
AVNW AVIAT NETWORKS INC 0.7%
Value ($000) $12,062 Shares 557,671 Est. Cost $29.88 Unrealized -10.8%
RSG REPUBLIC SVCS INC 0.7%
Value ($000) $11,972 Shares 59,608 Est. Cost $39.63 Unrealized +399.6%
KMI KINDER MORGAN INC DEL 0.7%
Value ($000) $11,911 Shares 539,183 Est. Cost $12.39 Unrealized +60.3%
KW KENNEDY-WILSON HOLDINGS INC 0.7%
Value ($000) $11,835 Shares 1,071,005 Est. Cost $12.71 Unrealized -16.6%
ELV ELEVANCE HEALTH INC 0.6%
Value ($000) $11,740 Shares 22,577 Est. Cost $131.50 Unrealized +296.0%
UHAL/B U HAUL HOLDING COMPANY 0.6%
Value ($000) $11,629 Shares 161,518 Est. Cost $58.10 Unrealized +11.8%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $11,529 Shares 32,616 Est. Cost $115.22 Unrealized +180.1%
CVEO CIVEO CORP CDA 0.6%
Value ($000) $11,381 Shares 415,352 Est. Cost $24.92 Unrealized +3.4%
TRNS TRANSCAT INC 0.6%
Value ($000) $11,296 Shares 93,530 Est. Cost $11.86 Unrealized +947.8%
EASTERLY GOVT PPTYS INC 0.6%
Value ($000) $11,118 Shares 818,690 Est. Cost $12.56 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.6%
Value ($000) $11,072 Shares 137,563 Est. Cost $30.61 Unrealized +123.9%
LINC LINCOLN EDL SVCS CORP 0.6%
Value ($000) $11,030 Shares 923,800 Est. Cost $8.12 Unrealized +53.1%
LQDT LIQUIDITY SVCS INC 0.6%
Value ($000) $10,922 Shares 479,020 Est. Cost $16.35 Unrealized +32.0%
WESTERN ASSET HIGH YIELD DEF 0.6%
Value ($000) $10,915 Shares 881,648 Est. Cost $13.96 Unrealized
AGYS AGILYSYS INC 0.6%
Value ($000) $10,858 Shares 99,640 Est. Cost $12.41 Unrealized +762.0%
PERFORMANT FINL CORP 0.6%
Value ($000) $10,791 Shares 2,885,200 Est. Cost $2.58 Unrealized
POTBELLY CORP 0.6%
Value ($000) $10,762 Shares 1,290,355 Est. Cost $6.46 Unrealized
HCKT HACKETT GROUP INC 0.6%
Value ($000) $10,737 Shares 408,711 Est. Cost $11.26 Unrealized +122.8%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $10,708 Shares 51,582 Est. Cost $65.42 Unrealized +212.2%
BRSP BRIGHTSPIRE CAPITAL INC 0.6%
Value ($000) $10,625 Shares 1,897,373 Est. Cost $6.03 Unrealized
DHIL DIAMOND HILL INVT GROUP INC 0.6%
Value ($000) $10,505 Shares 65,000 Est. Cost $134.66 Unrealized +4.4%
ROYCE MICRO-CAP TR INC 0.6%
Value ($000) $10,441 Shares 1,086,464 Est. Cost $104.89 Unrealized
MDXG MIMEDX GROUP INC 0.6%
Value ($000) $10,328 Shares 1,747,524 Est. Cost $7.25 Unrealized -8.6%
NPKI NEWPARK RES INC 0.5%
Value ($000) $9,751 Shares 1,407,100 Est. Cost $7.70 Unrealized 0.0%
SHOO MADDEN STEVEN LTD 0.5%
Value ($000) $9,670 Shares 197,380 Est. Cost $23.64 Unrealized +81.1%
EOG EOG RES INC 0.5%
Value ($000) $9,446 Shares 76,842 Est. Cost $114.62 Unrealized +5.0%
DE DEERE & CO 0.5%
Value ($000) $9,410 Shares 22,549 Est. Cost $98.38 Unrealized +275.3%
TECHTARGET INC 0.5%
Value ($000) $9,352 Shares 382,498 Est. Cost $21.97 Unrealized
GAMB GAMBLING COM GROUP LIMITED 0.5%
Value ($000) $9,348 Shares 932,900 Est. Cost $11.00 Unrealized -13.9%
BC BRUNSWICK CORP 0.5%
Value ($000) $9,297 Shares 110,914 Est. Cost $45.66 Unrealized +64.0%
RTO RENTOKIL INITIAL PLC 0.5%
Value ($000) $9,142 Shares 366,710 Est. Cost $28.62 Unrealized
AGNC AGNC INVT CORP 0.5%
Value ($000) $8,977 Shares 858,185 Est. Cost $12.43 Unrealized
TGT TARGET CORP 0.5%
Value ($000) $8,962 Shares 57,501 Est. Cost $70.46 Unrealized +100.1%
GLRE GREENLIGHT CAPITAL RE LTD 0.5%
Value ($000) $8,935 Shares 654,580 Est. Cost $10.59 Unrealized +25.8%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $8,807 Shares 54,343 Est. Cost $101.95 Unrealized +49.7%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $8,786 Shares 22,578 Est. Cost $375.07 Unrealized 0.0%
FIRST TR HIGH YIELD OPPRT 20 0.5%
Value ($000) $8,777 Shares 580,521 Est. Cost $16.31 Unrealized
WESTERN ASSET GLOBAL CORP DE 0.5%
Value ($000) $8,733 Shares 678,556 Est. Cost $14.63 Unrealized
ENSTAR GROUP LIMITED 0.5%
Value ($000) $8,699 Shares 27,049 Est. Cost $190.98 Unrealized
T AT&T INC 0.5%
Value ($000) $8,680 Shares 394,565 Est. Cost $15.62 Unrealized +20.2%
BWB BRIDGEWATER BANCSHARES INC 0.5%
Value ($000) $8,661 Shares 611,212 Est. Cost $11.60 Unrealized +15.4%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.5%
Value ($000) $8,655 Shares 116,628 Est. Cost $43.10 Unrealized +64.5%
PHX MINERALS INC 0.5%
Value ($000) $8,617 Shares 2,549,293 Est. Cost $3.32 Unrealized
CLFD CLEARFIELD INC 0.5%
Value ($000) $8,512 Shares 218,480 Est. Cost $34.03 Unrealized +14.2%
EQUITY COMWLTH 0.5%
Value ($000) $8,346 Shares 419,383 Est. Cost $19.14 Unrealized
AMLP ALPS ETF TR 0.5%
Value ($000) $8,241 Shares 174,847 Est. Cost $26.98 Unrealized
ARHS ARHAUS INC 0.5%
Value ($000) $8,172 Shares 663,866 Est. Cost $10.15 Unrealized +33.1%
BXSL BLACKSTONE SECD LENDING FD 0.4%
Value ($000) $7,907 Shares 269,961 Est. Cost $18.14 Unrealized +42.5%
SAMG SILVERCREST ASSET MGMT GROUP 0.4%
Value ($000) $7,818 Shares 453,500 Est. Cost $15.35 Unrealized +5.1%
ELMD ELECTROMED INC 0.4%
Value ($000) $7,734 Shares 360,244 Est. Cost $9.48 Unrealized +71.7%
DSP VIANT TECHNOLOGY INC 0.4%
Value ($000) $7,488 Shares 676,422 Est. Cost $9.95 Unrealized +7.2%
HBIO HARVARD BIOSCIENCE INC 0.4%
Value ($000) $7,459 Shares 2,772,700 Est. Cost $4.20 Unrealized -29.8%
NVEC NVE CORP 0.4%
Value ($000) $7,276 Shares 91,100 Est. Cost $63.36 Unrealized +25.2%
MYFW FIRST WESTN FINL INC 0.4%
Value ($000) $6,958 Shares 347,915 Est. Cost $16.88 Unrealized +7.9%
ALOT ASTRONOVA INC 0.4%
Value ($000) $6,576 Shares 488,531 Est. Cost $13.41 Unrealized +7.9%
INFU INFUSYSTEM HLDGS INC 0.4%
Value ($000) $6,430 Shares 959,656 Est. Cost $11.52 Unrealized -43.8%
VMD VIEMED HEALTHCARE INC 0.3%
Value ($000) $5,835 Shares 796,025 Est. Cost $7.30 Unrealized -2.1%
BCE BCE INC 0.3%
Value ($000) $5,830 Shares 167,538 Est. Cost $31.00 Unrealized -1.8%
LOGAN RIDGE FINANCE CORP 0.3%
Value ($000) $5,701 Shares 229,614 Est. Cost $22.19 Unrealized
DCGO DOCGO INC 0.3%
Value ($000) $5,534 Shares 1,667,006 Est. Cost $8.22 Unrealized -58.6%
ETSY ETSY INC 0.3%
Value ($000) $5,389 Shares 97,049 Est. Cost $30.40 Unrealized +86.7%
WAYFAIR INC 0.3%
Value ($000) $5,344 Shares 5,618,000 Est. Cost Unrealized
DLHC DLH HLDGS CORP 0.3%
Value ($000) $5,308 Shares 567,100 Est. Cost $6.68 Unrealized +57.7%
ACIC AMERICAN COASTAL INS CORP 0.3%
Value ($000) $5,052 Shares 448,298 Est. Cost $10.12 Unrealized 0.0%
LADR LADDER CAP CORP 0.3%
Value ($000) $4,957 Shares 427,332 Est. Cost $11.37 Unrealized
ALEX ALEXANDER & BALDWIN INC NEW 0.3%
Value ($000) $4,843 Shares 252,221 Est. Cost $16.53 Unrealized
HGBL HERITAGE GLOBAL INC 0.2%
Value ($000) $4,286 Shares 2,521,335 Est. Cost $2.22 Unrealized -7.5%
TELADOC HEALTH INC 0.2%
Value ($000) $4,280 Shares 4,957,000 Est. Cost Unrealized
TILE SHOP HLDGS INC 0.2%
Value ($000) $4,280 Shares 649,492 Est. Cost $6.93 Unrealized
ALNT ALLIENT INC 0.2%
Value ($000) $4,083 Shares 215,000 Est. Cost $25.85 Unrealized -11.8%
RFIL RF INDS LTD 0.2%
Value ($000) $4,073 Shares 998,404 Est. Cost $5.31 Unrealized -27.7%
XPEL XPEL INC 0.2%
Value ($000) $3,990 Shares 92,000 Est. Cost $13.18 Unrealized +206.1%
BCIC PORTMAN RIDGE FIN CORP 0.2%
Value ($000) $3,917 Shares 211,139 Est. Cost $14.53 Unrealized +5.9%
FLXS FLEXSTEEL INDS INC 0.2%
Value ($000) $3,632 Shares 82,000 Est. Cost $29.60 Unrealized +25.6%
LFT LUMENT FINANCE TRUST INC 0.2%
Value ($000) $3,559 Shares 1,406,562 Est. Cost $2.83 Unrealized
LENDINGTREE INC 0.2%
Value ($000) $3,293 Shares 3,522,000 Est. Cost Unrealized
OCSL OAKTREE SPECIALTY LENDING CO 0.2%
Value ($000) $3,242 Shares 198,764 Est. Cost $19.91 Unrealized -14.0%
OPXS OPTEX SYS HLDGS INC 0.2%
Value ($000) $3,098 Shares 406,000 Est. Cost $3.07 Unrealized +154.0%
NTIC NORTHERN TECHNOLOGIES INTL C 0.2%
Value ($000) $3,071 Shares 249,857 Est. Cost $11.94 Unrealized +8.5%
CCB COASTAL FINL CORP WA 0.2%
Value ($000) $3,061 Shares 56,700 Est. Cost $43.23 Unrealized +15.9%
DHX DHI GROUP INC 0.2%
Value ($000) $2,833 Shares 1,539,429 Est. Cost $3.29 Unrealized -42.2%
QRHC QUEST RESOURCE HLDG CORP 0.2%
Value ($000) $2,733 Shares 342,450 Est. Cost $4.62 Unrealized +84.7%
TAYD TAYLOR DEVICES INC 0.1%
Value ($000) $2,559 Shares 51,270 Est. Cost $22.62 Unrealized +128.3%
XACCX 180 DEGREE CAP CORP 0.1%
Value ($000) $2,410 Shares 714,156 Est. Cost $7.09 Unrealized
GHM GRAHAM CORP 0.1%
Value ($000) $2,222 Shares 75,106 Est. Cost $21.76 Unrealized +37.2%
PDEX PRO-DEX INC COLO 0.1%
Value ($000) $2,030 Shares 68,000 Est. Cost $18.86 Unrealized +14.2%
RSSS RESEARCH SOLUTIONS INC 0.1%
Value ($000) $1,920 Shares 703,176 Est. Cost $2.70 Unrealized -0.2%
EQUITY COMWLTH 0.1%
Value ($000) $1,905 Shares 75,450 Est. Cost $29.13 Unrealized
ALTG ALTA EQUIPMENT GROUP INC 0.1%
Value ($000) $1,831 Shares 271,600 Est. Cost $7.86 Unrealized -5.2%
PLBC PLUMAS BANCORP 0.1%
Value ($000) $1,792 Shares 43,940 Est. Cost $28.52 Unrealized +38.7%
EPSN EPSILON ENERGY LTD 0.1%
Value ($000) $1,784 Shares 304,355 Est. Cost $5.21 Unrealized -3.5%
HCI HCI GROUP INC 0.1%
Value ($000) $1,738 Shares 16,238 Est. Cost $94.83 Unrealized 0.0%
KRT KARAT PACKAGING INC 0.1%
Value ($000) $1,385 Shares 53,500 Est. Cost $14.80 Unrealized +81.0%
IWV ISHARES TR 0.1%
Value ($000) $1,237 Shares 3,787 Est. Cost $296.13 Unrealized
ACCS ISSUER DIRECT CORP 0.1%
Value ($000) $1,074 Shares 89,900 Est. Cost $17.28 Unrealized -44.3%
UHAL U HAUL HOLDING COMPANY 0.1%
Value ($000) $1,037 Shares 13,388 Est. Cost $23.97 Unrealized +185.3%
MAMA MAMAS CREATIONS INC 0.1%
Value ($000) $949 Shares 130,000 Est. Cost $4.61 Unrealized +66.5%
NBN NORTHEAST BK LEWISTON ME 0.0%
Value ($000) $891 Shares 11,550 Est. Cost $57.90 Unrealized +17.2%
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $815 Shares 125,000 Est. Cost $7.49 Unrealized -14.9%
INTEVAC INC 0.0%
Value ($000) $811 Shares 238,500 Est. Cost $3.82 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $792 Shares 3,340 Est. Cost $237.21 Unrealized
LUNA LUNA INNOVATIONS INC 0.0%
Value ($000) $670 Shares 285,000 Est. Cost $7.39 Unrealized -65.4%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $258 Shares 1,283 Est. Cost $165.40 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $82 Shares 290 Est. Cost $207.72 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $65 Shares 123 Est. Cost $490.94 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $61 Shares 605 Est. Cost $97.28 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $44 Shares 354 Est. Cost $123.32 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $33 Shares 275 Est. Cost $120.37 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $31 Shares 140 Est. Cost $166.79 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $18 Shares 145 Est. Cost $127.10 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $13 Shares 23 Est. Cost $430.62 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $9 Shares 75 Est. Cost $94.05 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $6 Shares 78 Est. Cost $80.29 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $4 Shares 37 Est. Cost $107.92 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $3 Shares 15 Est. Cost $19780.38 Unrealized