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
26
$1.65M 0.86%
11,677
+15
27
$1.53M 0.79%
116,964
+2,061
28
$1.47M 0.76%
26,545
+200
29
$1.45M 0.75%
15,320
+1,280
30
$1.4M 0.73%
36,713
+105
31
$1.4M 0.73%
32,783
+296
32
$1.38M 0.71%
13,531
+1,083
33
$1.32M 0.69%
46,694
34
$1.28M 0.67%
27,093
-134
35
$1.28M 0.66%
14,213
-175
36
$1.27M 0.66%
7,135
+125
37
$1.27M 0.66%
20,439
+100
38
$1.25M 0.65%
112,241
-9,592
39
$1.25M 0.65%
21,164
-9,200
40
$1.25M 0.65%
59,395
-14,019
41
$1.24M 0.64%
14,512
+50
42
$1.23M 0.64%
2,570
43
$1.19M 0.62%
17,990
-300
44
$1.17M 0.61%
8,541
-862
45
$1.16M 0.6%
38,426
-1,250
46
$1.15M 0.6%
12,637
+32
47
$1.14M 0.59%
6,027
+783
48
$1.11M 0.58%
6,100
49
$1.11M 0.57%
7,995
+120
50
$1.11M 0.57%
7,654
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