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
451
$6K ﹤0.01%
+50
452
$6K ﹤0.01%
+534
453
$6K ﹤0.01%
+39
454
$5K ﹤0.01%
+150
455
$5K ﹤0.01%
+44
456
$5K ﹤0.01%
+23
457
$5K ﹤0.01%
+33
458
$5K ﹤0.01%
+500
459
$5K ﹤0.01%
+152
460
$5K ﹤0.01%
+200
461
$5K ﹤0.01%
+82
462
$5K ﹤0.01%
+100
463
$5K ﹤0.01%
+250
464
$5K ﹤0.01%
+118
465
$5K ﹤0.01%
+200
466
$5K ﹤0.01%
+145
467
$5K ﹤0.01%
20,000
468
$5K ﹤0.01%
+48
469
$4K ﹤0.01%
+33
470
$4K ﹤0.01%
+12
471
$4K ﹤0.01%
+45
472
$4K ﹤0.01%
+211
473
$4K ﹤0.01%
+500
474
$4K ﹤0.01%
+638
475
$4K ﹤0.01%
+59
17 18
19
20 21