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
376
$13K 0.01%
+160
377
$13K 0.01%
+120
378
$13K 0.01%
+300
379
$13K 0.01%
+165
380
$13K 0.01%
+266
381
$12K 0.01%
+259
382
$12K 0.01%
+200
383
$11K 0.01%
+1,000
384
$11K 0.01%
+371
385
$11K 0.01%
+100
386
$11K 0.01%
+650
387
$11K 0.01%
+35
388
$11K 0.01%
+58
389
$11K 0.01%
+150
390
$11K 0.01%
+180
391
$11K 0.01%
+94
392
$11K 0.01%
+63
393
$10K 0.01%
+100
394
$10K 0.01%
+400
395
$10K 0.01%
+134
396
$10K 0.01%
+48
397
$10K 0.01%
+150
398
$10K 0.01%
+500
399
$10K 0.01%
+800
400
$10K 0.01%
+500
14 15
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