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
426
$8K ﹤0.01%
+560
427
$8K ﹤0.01%
+2,000
428
$8K ﹤0.01%
+250
429
$8K ﹤0.01%
+274
430
$8K ﹤0.01%
+333
431
$7K ﹤0.01%
+60
432
$7K ﹤0.01%
+200
433
$7K ﹤0.01%
+100
434
$7K ﹤0.01%
+125
435
$7K ﹤0.01%
+32
436
$7K ﹤0.01%
+75
437
$7K ﹤0.01%
+100
438
$7K ﹤0.01%
+1,800
439
$7K ﹤0.01%
+365
440
$7K ﹤0.01%
+37
441
$7K ﹤0.01%
+86
442
$7K ﹤0.01%
+100
443
$7K ﹤0.01%
+474
444
$7K ﹤0.01%
+125
445
$7K ﹤0.01%
+300
446
$7K ﹤0.01%
+350
447
$6K ﹤0.01%
+140
448
$6K ﹤0.01%
1,270
449
$6K ﹤0.01%
+61
450
$6K ﹤0.01%
+180
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