IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $235M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.77M
3
+$2.76M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.35M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$458K

Top Sells

1
+$837K
2
+$542K
3
+$340K
4
T icon
AT&T
T
+$294K
5
ATCO
Atlas Corp.
ATCO
+$261K

Sector Composition

1 Technology 16.88%
2 Industrials 15.83%
3 Healthcare 11.24%
4 Financials 9.88%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77K 0.04%
+444
227
$76K 0.04%
+1,300
228
$76K 0.04%
+363
229
$72K 0.04%
+1,280
230
$72K 0.04%
+4,100
231
$71K 0.04%
+2,250
232
$71K 0.04%
+1,016
233
$70K 0.04%
+2,425
234
$70K 0.04%
+150
235
$69K 0.04%
+211
236
$67K 0.03%
+500
237
$67K 0.03%
+522
238
$67K 0.03%
+300
239
$67K 0.03%
+302
240
$67K 0.03%
33,500
+6,000
241
$66K 0.03%
+3,226
242
$64K 0.03%
+1,400
243
$62K 0.03%
10,000
244
$62K 0.03%
+3,113
245
$61K 0.03%
+2,500
246
$60K 0.03%
+725
247
$60K 0.03%
+853
248
$58K 0.03%
+3,500
249
$58K 0.03%
+5,840
250
$58K 0.03%
+240
8 9
10
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