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
276
$42K 0.02%
+1,000
277
$41K 0.02%
+450
278
$41K 0.02%
+150
279
$41K 0.02%
+305
280
$41K 0.02%
+414
281
$40K 0.02%
+2,000
282
$40K 0.02%
+7,600
283
$40K 0.02%
+1,200
284
$38K 0.02%
+400
285
$38K 0.02%
+440
286
$38K 0.02%
+214
287
$38K 0.02%
+800
288
$37K 0.02%
+528
289
$37K 0.02%
+400
290
$37K 0.02%
+608
291
$36K 0.02%
+500
292
$36K 0.02%
+1,126
293
$36K 0.02%
+442
294
$35K 0.02%
+442
295
$35K 0.02%
+1,064
296
$34K 0.02%
+985
297
$34K 0.02%
+300
298
$33K 0.02%
+440
299
$33K 0.02%
+359
300
$32K 0.02%
+141
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