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
351
$17K 0.01%
+145
352
$17K 0.01%
+100
353
$17K 0.01%
+345
354
$16K 0.01%
+150
355
$16K 0.01%
+393
356
$16K 0.01%
+1,068
357
$16K 0.01%
+43
358
$16K 0.01%
+653
359
$16K 0.01%
+160
360
$16K 0.01%
+151
361
$16K 0.01%
+897
362
$15K 0.01%
+100
363
$15K 0.01%
+320
364
$15K 0.01%
+470
365
$15K 0.01%
+119
366
$14K 0.01%
+143
367
$14K 0.01%
+787
368
$14K 0.01%
+120
369
$14K 0.01%
+175
370
$14K 0.01%
+800
371
$14K 0.01%
+984
372
$14K 0.01%
+1,000
373
$14K 0.01%
+100
374
$13K 0.01%
+50
375
$13K 0.01%
+110
13 14
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