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
401
$10K 0.01%
+171
402
$10K 0.01%
+65
403
$10K 0.01%
+202
404
$10K 0.01%
+200
405
$10K 0.01%
+1,000
406
$10K 0.01%
+350
407
$9K ﹤0.01%
+250
408
$9K ﹤0.01%
+275
409
$9K ﹤0.01%
+456
410
$9K ﹤0.01%
+70
411
$9K ﹤0.01%
+5,104
412
$9K ﹤0.01%
+328
413
$9K ﹤0.01%
+383
414
$9K ﹤0.01%
+315
415
$9K ﹤0.01%
+120
416
$9K ﹤0.01%
+700
417
$9K ﹤0.01%
+150
418
$9K ﹤0.01%
+328
419
$9K ﹤0.01%
+400
420
$8K ﹤0.01%
+181
421
$8K ﹤0.01%
+139
422
$8K ﹤0.01%
+550
423
$8K ﹤0.01%
+130
424
$8K ﹤0.01%
+132
425
$8K ﹤0.01%
+818
15 16
17
18 19