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
251
$57K 0.03%
+600
252
$57K 0.03%
+400
253
$56K 0.03%
+2,508
254
$55K 0.03%
+295
255
$54K 0.03%
+194
256
$54K 0.03%
+1,516
257
$53K 0.03%
+35
258
$52K 0.03%
+96
259
$50K 0.03%
+370
260
$49K 0.03%
+896
261
$49K 0.03%
20,000
262
$48K 0.02%
18,000
263
$48K 0.02%
+1,400
264
$48K 0.02%
+9,200
265
$48K 0.02%
+125
266
$47K 0.02%
+850
267
$46K 0.02%
+1,200
268
$46K 0.02%
+2,800
269
$45K 0.02%
+1,000
270
$45K 0.02%
+505
271
$45K 0.02%
+6,902
272
$44K 0.02%
+225
273
$44K 0.02%
+193
274
$43K 0.02%
+3,270
275
$43K 0.02%
+750
9 10
11
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