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
326
$23K 0.01%
+732
327
$23K 0.01%
+150
328
$23K 0.01%
+226
329
$23K 0.01%
+200
330
$22K 0.01%
+1,000
331
$22K 0.01%
+1,124
332
$21K 0.01%
+85
333
$21K 0.01%
+2,000
334
$21K 0.01%
+2,000
335
$20K 0.01%
+100
336
$20K 0.01%
+189
337
$20K 0.01%
+257
338
$20K 0.01%
+1,700
339
$20K 0.01%
+202
340
$20K 0.01%
+117
341
$19K 0.01%
+418
342
$19K 0.01%
+416
343
$19K 0.01%
+244
344
$19K 0.01%
+123
345
$19K 0.01%
+166
346
$18K 0.01%
+200
347
$18K 0.01%
+600
348
$18K 0.01%
+400
349
$18K 0.01%
+140
350
$18K 0.01%
+250
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