IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM $216M
1-Year Return
21.43%
This Quarter Return
-4.08%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$194M
AUM Growth
+$1.33M
(+0.69%)
Cap. Flow
+$7.29M
Cap. Flow
% of AUM
3.75%
Top 10 Holdings %
Top 10 Hldgs %
29.73%
Holding
681
New
23
Increased
100
Reduced
62
Closed
34
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$3.9M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$2.63M |
| 3 |
Federal Agricultural Mortgage
AGM
|
+$765K |
| 4 |
Occidental Petroleum
OXY
|
+$547K |
| 5 |
Western Midstream Partners
WES
|
+$339K |
Top Sells
Sector Composition
| 1 | Technology | 15.47% |
| 2 | Industrials | 14.98% |
| 3 | Healthcare | 10.69% |
| 4 | Financials | 10.24% |
| 5 | Consumer Staples | 8.9% |
