PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001238990 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $1,832,120 (99.3% shares, 0.7% debt)

Holdings (167)

SNEX STONEX GROUP INC 4.1%
Value ($000) $76,003 Shares 775,777 Est. Cost $31.88 Unrealized +97.6%
RDNT RADNET INC 2.5%
Value ($000) $46,433 Shares 664,844 Est. Cost $17.93 Unrealized +311.3%
UTI UNIVERSAL TECHNICAL INST INC 2.2%
Value ($000) $40,963 Shares 1,593,283 Est. Cost $10.29 Unrealized +102.2%
BXC BLUELINX HLDGS INC 2.1%
Value ($000) $38,612 Shares 377,957 Est. Cost $16.71 Unrealized +586.0%
SFM SPROUTS FMRS MKT INC 2.0%
Value ($000) $36,817 Shares 289,737 Est. Cost $25.18 Unrealized +427.8%
AVID BIOSERVICES INC 1.9%
Value ($000) $35,619 Shares 2,884,154 Est. Cost $9.06 Unrealized
ACA ARCOSA INC 1.9%
Value ($000) $34,028 Shares 351,745 Est. Cost $55.68 Unrealized +80.1%
PIMCO DYNAMIC INCOME STRATEG 1.8%
Value ($000) $33,310 Shares 1,274,792 Est. Cost $11.67 Unrealized
GSL GLOBAL SHIP LEASE INC NEW 1.7%
Value ($000) $30,401 Shares 1,392,620 Est. Cost $12.32 Unrealized +89.4%
VTS VITESSE ENERGY INC 1.5%
Value ($000) $27,797 Shares 1,111,862 Est. Cost $21.04 Unrealized +24.1%
WTTR SELECT WATER SOLUTIONS INC 1.5%
Value ($000) $26,974 Shares 2,037,334 Est. Cost $7.43 Unrealized
VRRM VERRA MOBILITY CORP 1.4%
Value ($000) $26,493 Shares 1,095,664 Est. Cost $17.47 Unrealized +41.8%
LAUR LAUREATE EDUCATION INC 1.4%
Value ($000) $25,884 Shares 1,415,197 Est. Cost $14.45 Unrealized +21.4%
GOOGL ALPHABET INC 1.4%
Value ($000) $25,654 Shares 135,519 Est. Cost $114.67 Unrealized +51.9%
FC FRANKLIN COVEY CO 1.4%
Value ($000) $25,521 Shares 679,100 Est. Cost $23.92 Unrealized +60.7%
HSTM HEALTHSTREAM INC 1.4%
Value ($000) $25,271 Shares 794,694 Est. Cost $24.18 Unrealized +27.6%
ATEN A10 NETWORKS INC 1.3%
Value ($000) $24,569 Shares 1,335,279 Est. Cost $13.37 Unrealized +19.9%
KKR KKR & CO INC 1.3%
Value ($000) $24,241 Shares 163,890 Est. Cost $51.11 Unrealized +185.3%
CLMB CLIMB GLOBAL SOLUTIONS INC 1.3%
Value ($000) $23,887 Shares 188,459 Est. Cost $37.20 Unrealized +217.3%
SILA SILA REALTY TRUST INC 1.2%
Value ($000) $22,609 Shares 929,634 Est. Cost $24.90 Unrealized
EFC ELLINGTON FINANCIAL INC 1.2%
Value ($000) $22,484 Shares 1,855,114 Est. Cost $12.50 Unrealized
FISV FISERV INC 1.2%
Value ($000) $22,159 Shares 107,874 Est. Cost $65.83 Unrealized +210.1%
GRBK GREEN BRICK PARTNERS INC 1.2%
Value ($000) $21,616 Shares 382,656 Est. Cost $9.56 Unrealized +642.8%
CVCO CAVCO INDS INC DEL 1.0%
Value ($000) $18,692 Shares 41,889 Est. Cost $316.41 Unrealized +45.1%
TDW TIDEWATER INC NEW 1.0%
Value ($000) $17,616 Shares 321,987 Est. Cost $67.55 Unrealized -15.7%
PLOW DOUGLAS DYNAMICS INC 0.9%
Value ($000) $17,216 Shares 728,569 Est. Cost $29.04 Unrealized -12.8%
BV BRIGHTVIEW HLDGS INC 0.9%
Value ($000) $17,035 Shares 1,065,356 Est. Cost $11.25 Unrealized +48.0%
CSW CSW INDUSTRIALS INC 0.9%
Value ($000) $16,671 Shares 47,253 Est. Cost $45.84 Unrealized +744.4%
MDXG MIMEDX GROUP INC 0.9%
Value ($000) $16,607 Shares 1,726,264 Est. Cost $7.25 Unrealized +7.4%
HLMN HILLMAN SOLUTIONS CORP 0.9%
Value ($000) $16,568 Shares 1,701,002 Est. Cost $8.24 Unrealized +29.7%
BLDR BUILDERS FIRSTSOURCE INC 0.9%
Value ($000) $16,521 Shares 115,591 Est. Cost $59.01 Unrealized +199.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $16,426 Shares 36,239 Est. Cost $156.42 Unrealized +195.2%
LQDT LIQUIDITY SVCS INC 0.9%
Value ($000) $16,092 Shares 498,358 Est. Cost $16.70 Unrealized +51.8%
CMCO COLUMBUS MCKINNON CORP N Y 0.9%
Value ($000) $15,863 Shares 425,963 Est. Cost $35.33 Unrealized +0.7%
LEGH LEGACY HOUSING CORP 0.9%
Value ($000) $15,746 Shares 638,020 Est. Cost $21.73 Unrealized +19.0%
PARR PAR PAC HOLDINGS INC 0.8%
Value ($000) $15,265 Shares 931,343 Est. Cost $15.66 Unrealized +7.7%
MSFT MICROSOFT CORP 0.8%
Value ($000) $15,077 Shares 35,770 Est. Cost $67.31 Unrealized +527.4%
ORCL ORACLE CORP 0.8%
Value ($000) $14,934 Shares 89,616 Est. Cost $45.24 Unrealized +288.7%
CSWC CAPITAL SOUTHWEST CORP 0.8%
Value ($000) $14,671 Shares 672,367 Est. Cost $8.50 Unrealized +136.3%
KMI KINDER MORGAN INC DEL 0.8%
Value ($000) $14,605 Shares 533,041 Est. Cost $12.39 Unrealized +100.8%
RTO RENTOKIL INITIAL PLC 0.8%
Value ($000) $14,383 Shares 568,036 Est. Cost $27.45 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $14,251 Shares 127,979 Est. Cost $98.64 Unrealized +5.0%
NEOG NEOGEN CORP 0.8%
Value ($000) $14,218 Shares 1,171,140 Est. Cost $14.67 Unrealized -4.7%
SKY CHAMPION HOMES INC 0.8%
Value ($000) $14,126 Shares 160,342 Est. Cost $70.12 Unrealized +37.9%
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $13,983 Shares 26,263 Est. Cost $119.54 Unrealized +340.3%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $13,752 Shares 57,370 Est. Cost $75.68 Unrealized +201.3%
DSP VIANT TECHNOLOGY INC 0.7%
Value ($000) $13,719 Shares 722,445 Est. Cost $10.31 Unrealized +51.5%
LINC LINCOLN EDL SVCS CORP 0.7%
Value ($000) $13,555 Shares 856,800 Est. Cost $8.12 Unrealized +79.0%
ADUS ADDUS HOMECARE CORP 0.7%
Value ($000) $13,541 Shares 108,026 Est. Cost $51.74 Unrealized +144.3%
GAMB GAMBLING COM GROUP LIMITED 0.7%
Value ($000) $13,422 Shares 953,280 Est. Cost $11.02 Unrealized +6.7%
AGYS AGILYSYS INC 0.7%
Value ($000) $13,166 Shares 99,960 Est. Cost $12.41 Unrealized +886.6%
ALG ALAMO GROUP INC 0.7%
Value ($000) $13,107 Shares 70,503 Est. Cost $69.27 Unrealized +167.5%
NPKI NPK INTERNATIONAL INC 0.7%
Value ($000) $12,679 Shares 1,653,000 Est. Cost $7.64 Unrealized -3.8%
KW KENNEDY-WILSON HOLDINGS INC 0.7%
Value ($000) $12,572 Shares 1,258,503 Est. Cost $12.44 Unrealized -12.2%
BRSP BRIGHTSPIRE CAPITAL INC 0.7%
Value ($000) $12,561 Shares 2,227,213 Est. Cost $5.97 Unrealized
HCKT HACKETT GROUP INC 0.7%
Value ($000) $12,414 Shares 404,106 Est. Cost $11.26 Unrealized +156.4%
POTBELLY CORP 0.7%
Value ($000) $12,127 Shares 1,287,355 Est. Cost $6.46 Unrealized
RPRX ROYALTY PHARMA PLC 0.7%
Value ($000) $12,046 Shares 472,213 Est. Cost $29.06 Unrealized -8.8%
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $11,876 Shares 59,033 Est. Cost $39.63 Unrealized +415.6%
BBDC BARINGS BDC INC 0.6%
Value ($000) $11,614 Shares 1,213,601 Est. Cost $5.21 Unrealized +62.5%
IQV IQVIA HLDGS INC 0.6%
Value ($000) $11,589 Shares 58,974 Est. Cost $210.89 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.6%
Value ($000) $11,581 Shares 26,628 Est. Cost $376.95 Unrealized +2.8%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $11,519 Shares 22,142 Est. Cost $509.93 Unrealized +7.4%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $11,269 Shares 32,034 Est. Cost $115.22 Unrealized +207.9%
CIVI CIVITAS RESOURCES INC 0.6%
Value ($000) $11,150 Shares 243,069 Est. Cost $50.43 Unrealized -8.1%
DHIL DIAMOND HILL INVT GROUP INC 0.6%
Value ($000) $10,693 Shares 68,940 Est. Cost $135.41 Unrealized +9.1%
ROYCE MICRO-CAP TR INC 0.6%
Value ($000) $10,592 Shares 1,086,335 Est. Cost $104.89 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $10,283 Shares 50,960 Est. Cost $65.42 Unrealized +222.7%
MTCH MATCH GROUP INC NEW 0.6%
Value ($000) $10,243 Shares 313,154 Est. Cost $35.39 Unrealized -5.4%
TRNS TRANSCAT INC 0.5%
Value ($000) $9,890 Shares 93,530 Est. Cost $11.86 Unrealized +835.9%
CVEO CIVEO CORP CDA 0.5%
Value ($000) $9,867 Shares 434,300 Est. Cost $24.91 Unrealized -1.0%
EASTERLY GOVT PPTYS INC 0.5%
Value ($000) $9,844 Shares 866,567 Est. Cost $12.50 Unrealized
ARHS ARHAUS INC 0.5%
Value ($000) $9,829 Shares 1,045,664 Est. Cost $10.02 Unrealized -2.2%
WESTERN ASSET HIGH YIELD DEF 0.5%
Value ($000) $9,790 Shares 828,233 Est. Cost $13.96 Unrealized
PHX MINERALS INC 0.5%
Value ($000) $9,776 Shares 2,443,884 Est. Cost $3.32 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 0.5%
Value ($000) $9,723 Shares 1,237,044 Est. Cost $13.51 Unrealized -32.8%
RSSS RESEARCH SOLUTIONS INC 0.5%
Value ($000) $9,670 Shares 2,330,120 Est. Cost $3.02 Unrealized +4.6%
DE DEERE & CO 0.5%
Value ($000) $9,480 Shares 22,374 Est. Cost $98.38 Unrealized +320.8%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $9,271 Shares 135,813 Est. Cost $30.61 Unrealized +143.1%
TTGT TECHTARGET INC 0.5%
Value ($000) $9,236 Shares 465,983 Est. Cost $26.39 Unrealized 0.0%
EOG EOG RES INC 0.5%
Value ($000) $9,227 Shares 75,276 Est. Cost $114.62 Unrealized +7.6%
UFPT UFP TECHNOLOGIES INC 0.5%
Value ($000) $9,096 Shares 37,200 Est. Cost $21.30 Unrealized +1266.1%
GLRE GREENLIGHT CAPITAL RE LTD 0.5%
Value ($000) $8,961 Shares 640,081 Est. Cost $10.59 Unrealized +34.0%
PERFORMANT HEALTHCARE INC 0.5%
Value ($000) $8,879 Shares 2,940,100 Est. Cost $2.59 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.5%
Value ($000) $8,750 Shares 115,462 Est. Cost $43.10 Unrealized +73.6%
BXSL BLACKSTONE SECD LENDING FD 0.5%
Value ($000) $8,717 Shares 269,781 Est. Cost $18.14 Unrealized +51.4%
BWB BRIDGEWATER BANCSHARES INC 0.5%
Value ($000) $8,579 Shares 635,000 Est. Cost $11.72 Unrealized +25.5%
DSGR DISTRIBUTION SOLUTIONS GRP I 0.5%
Value ($000) $8,496 Shares 246,986 Est. Cost $21.04 Unrealized +82.5%
T AT&T INC 0.5%
Value ($000) $8,481 Shares 372,474 Est. Cost $15.62 Unrealized +37.7%
AGNC AGNC INVT CORP 0.5%
Value ($000) $8,350 Shares 906,634 Est. Cost $12.26 Unrealized
AMLP ALPS ETF TR 0.5%
Value ($000) $8,321 Shares 172,785 Est. Cost $26.98 Unrealized
SHOO MADDEN STEVEN LTD 0.5%
Value ($000) $8,297 Shares 195,140 Est. Cost $23.64 Unrealized +84.7%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $8,261 Shares 22,394 Est. Cost $131.50 Unrealized +211.2%
FIRST TR HIGH YIELD OPPRT 20 0.4%
Value ($000) $8,192 Shares 565,754 Est. Cost $16.31 Unrealized
INFU INFUSYSTEM HLDGS INC 0.4%
Value ($000) $8,109 Shares 959,656 Est. Cost $11.52 Unrealized -31.6%
ELMD ELECTROMED INC 0.4%
Value ($000) $8,002 Shares 270,795 Est. Cost $9.48 Unrealized +175.5%
DCGO DOCGO INC 0.4%
Value ($000) $7,954 Shares 1,875,907 Est. Cost $7.73 Unrealized -50.2%
CLFD CLEARFIELD INC 0.4%
Value ($000) $7,936 Shares 256,000 Est. Cost $33.97 Unrealized -1.1%
SAMG SILVERCREST ASSET MGMT GROUP 0.4%
Value ($000) $7,905 Shares 429,880 Est. Cost $15.35 Unrealized +15.6%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $7,795 Shares 53,899 Est. Cost $101.95 Unrealized +46.7%
TGT TARGET CORP 0.4%
Value ($000) $7,687 Shares 56,861 Est. Cost $70.46 Unrealized +94.0%
FIBK FIRST INTST BANCSYSTEM INC 0.4%
Value ($000) $7,632 Shares 235,060 Est. Cost $30.02 Unrealized 0.0%
BG BUNGE GLOBAL SA 0.4%
Value ($000) $7,593 Shares 97,644 Est. Cost $95.29 Unrealized -11.4%
NVEC NVE CORP 0.4%
Value ($000) $7,530 Shares 92,475 Est. Cost $63.59 Unrealized +23.3%
ACIC AMERICAN COASTAL INS CORP 0.4%
Value ($000) $7,421 Shares 551,347 Est. Cost $10.34 Unrealized +9.4%
AVNW AVIAT NETWORKS INC 0.4%
Value ($000) $7,224 Shares 398,877 Est. Cost $29.88 Unrealized -38.7%
MYFW FIRST WESTN FINL INC 0.4%
Value ($000) $6,950 Shares 355,475 Est. Cost $16.96 Unrealized +20.6%
LADR LADDER CAP CORP 0.4%
Value ($000) $6,931 Shares 619,358 Est. Cost $11.31 Unrealized
VMD VIEMED HEALTHCARE INC 0.4%
Value ($000) $6,782 Shares 845,651 Est. Cost $7.38 Unrealized +17.6%
BOEING CO 0.4%
Value ($000) $6,414 Shares 105,335 Est. Cost $60.89 Unrealized
HBIO HARVARD BIOSCIENCE INC 0.3%
Value ($000) $5,814 Shares 2,755,600 Est. Cost $4.20 Unrealized -45.3%
ALOT ASTRONOVA INC 0.3%
Value ($000) $5,811 Shares 483,808 Est. Cost $13.41 Unrealized +4.9%
UHAL/B U HAUL HOLDING COMPANY 0.3%
Value ($000) $5,653 Shares 88,265 Est. Cost $58.10 Unrealized +13.2%
LOGAN RIDGE FINANCE CORP 0.3%
Value ($000) $5,647 Shares 225,964 Est. Cost $22.19 Unrealized
WAYFAIR INC 0.3%
Value ($000) $5,358 Shares 5,588,000 Est. Cost $0.96 Unrealized
BXMT BLACKSTONE MTG TR INC 0.3%
Value ($000) $5,356 Shares 307,615 Est. Cost $17.41 Unrealized
ETSY ETSY INC 0.3%
Value ($000) $5,259 Shares 99,434 Est. Cost $30.95 Unrealized +72.3%
ALNT ALLIENT INC 0.3%
Value ($000) $5,050 Shares 208,000 Est. Cost $25.85 Unrealized -15.0%
HGBL HERITAGE GLOBAL INC 0.3%
Value ($000) $4,627 Shares 2,501,000 Est. Cost $2.22 Unrealized -24.0%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $4,578 Shares 90,623 Est. Cost $51.78 Unrealized 0.0%
DLHC DLH HLDGS CORP 0.2%
Value ($000) $4,526 Shares 563,652 Est. Cost $6.68 Unrealized +25.3%
ALEX ALEXANDER & BALDWIN INC NEW 0.2%
Value ($000) $4,471 Shares 252,054 Est. Cost $16.53 Unrealized
TELADOC HEALTH INC 0.2%
Value ($000) $4,432 Shares 5,077,000 Est. Cost $0.87 Unrealized
RFIL RF INDS LTD 0.2%
Value ($000) $3,967 Shares 1,014,604 Est. Cost $5.29 Unrealized -23.5%
XPEL XPEL INC 0.2%
Value ($000) $3,674 Shares 92,000 Est. Cost $13.18 Unrealized +224.0%
FLXS FLEXSTEEL INDS INC 0.2%
Value ($000) $3,624 Shares 66,685 Est. Cost $29.60 Unrealized +81.7%
TCMD TACTILE SYS TECHNOLOGY INC 0.2%
Value ($000) $3,597 Shares 210,000 Est. Cost $16.07 Unrealized 0.0%
LENDINGTREE INC 0.2%
Value ($000) $3,473 Shares 3,642,000 Est. Cost $0.95 Unrealized
GHM GRAHAM CORP 0.2%
Value ($000) $3,391 Shares 76,255 Est. Cost $21.99 Unrealized +70.2%
NTIC NORTHERN TECHNOLOGIES INTL C 0.2%
Value ($000) $3,337 Shares 247,376 Est. Cost $11.94 Unrealized +9.1%
CCB COASTAL FINL CORP WA 0.2%
Value ($000) $3,311 Shares 39,000 Est. Cost $43.23 Unrealized +61.4%
LFT LUMENT FINANCE TRUST INC 0.2%
Value ($000) $3,308 Shares 1,282,045 Est. Cost $2.83 Unrealized
BCIC PORTMAN RIDGE FIN CORP 0.2%
Value ($000) $3,103 Shares 189,923 Est. Cost $14.53 Unrealized +1.7%
PDEX PRO-DEX INC COLO 0.2%
Value ($000) $2,992 Shares 64,000 Est. Cost $18.86 Unrealized +116.0%
XACCX 180 DEGREE CAP CORP 0.1%
Value ($000) $2,621 Shares 714,156 Est. Cost $7.09 Unrealized
OPXS OPTEX SYS HLDGS INC 0.1%
Value ($000) $2,555 Shares 372,500 Est. Cost $3.07 Unrealized +173.0%
QRHC QUEST RESOURCE HLDG CORP 0.1%
Value ($000) $2,192 Shares 337,250 Est. Cost $4.62 Unrealized +59.2%
HCI HCI GROUP INC 0.1%
Value ($000) $2,131 Shares 18,291 Est. Cost $96.97 Unrealized +17.5%
TAYD TAYLOR DEVICES INC 0.1%
Value ($000) $2,081 Shares 50,000 Est. Cost $22.62 Unrealized +101.2%
PLBC PLUMAS BANCORP 0.1%
Value ($000) $2,077 Shares 43,940 Est. Cost $28.52 Unrealized +57.5%
EPSN EPSILON ENERGY LTD 0.1%
Value ($000) $1,651 Shares 265,855 Est. Cost $5.21 Unrealized +7.7%
KRT KARAT PACKAGING INC 0.1%
Value ($000) $1,619 Shares 53,500 Est. Cost $14.80 Unrealized +95.3%
IWV ISHARES TR 0.1%
Value ($000) $1,578 Shares 4,722 Est. Cost $303.68 Unrealized
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.1%
Value ($000) $1,068 Shares 125,000 Est. Cost $7.49 Unrealized +0.1%
MAMA MAMAS CREATIONS INC 0.1%
Value ($000) $1,035 Shares 130,000 Est. Cost $4.61 Unrealized +79.5%
NBN NORTHEAST BK PORTLAND ME 0.1%
Value ($000) $1,014 Shares 11,050 Est. Cost $57.90 Unrealized +58.9%
ACCS ISSUER DIRECT CORP 0.1%
Value ($000) $997 Shares 111,500 Est. Cost $15.86 Unrealized -37.4%
INTEVAC INC 0.0%
Value ($000) $775 Shares 228,000 Est. Cost $3.82 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $632 Shares 1,173 Est. Cost $533.79 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $543 Shares 12,622 Est. Cost $40.21 Unrealized 0.0%
UHAL U HAUL HOLDING COMPANY 0.0%
Value ($000) $461 Shares 6,671 Est. Cost $23.97 Unrealized +202.5%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $240 Shares 1,212 Est. Cost $165.40 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $108 Shares 490 Est. Cost $205.48 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $94 Shares 324 Est. Cost $216.34 Unrealized
FFWM FIRST FNDTN INC 0.0%
Value ($000) $88 Shares 14,250 Est. Cost $7.22 Unrealized 0.0%
TILE SHOP HLDGS INC 0.0%
Value ($000) $74 Shares 10,677 Est. Cost $6.93 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $73 Shares 305 Est. Cost $237.21 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $59 Shares 605 Est. Cost $97.28 Unrealized
CLVT CLARIVATE PLC 0.0%
Value ($000) $55 Shares 10,820 Est. Cost $5.76 Unrealized 0.0%
IWC ISHARES TR 0.0%
Value ($000) $46 Shares 354 Est. Cost $123.32 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $23 Shares 190 Est. Cost $120.37 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $14 Shares 24 Est. Cost $437.20 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
IEFA ISHARES TR 0.0%
Value ($000) $4 Shares 57 Est. Cost $70.28 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