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
301
$31K 0.02%
+400
302
$31K 0.02%
+130
303
$31K 0.02%
+8,038
304
$30K 0.02%
+5,000
305
$30K 0.02%
+143
306
$30K 0.02%
+481
307
$30K 0.02%
+3,525
308
$30K 0.02%
+266
309
$29K 0.02%
+669
310
$29K 0.02%
+1,000
311
$29K 0.02%
+8,613
312
$29K 0.02%
+650
313
$28K 0.01%
+413
314
$28K 0.01%
+328
315
$27K 0.01%
+2,000
316
$27K 0.01%
+500
317
$27K 0.01%
+200
318
$27K 0.01%
+375
319
$27K 0.01%
+2,600
320
$26K 0.01%
+320
321
$25K 0.01%
+250
322
$25K 0.01%
+931
323
$25K 0.01%
+742
324
$25K 0.01%
+100
325
$24K 0.01%
+255
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