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IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $244M
1-Year Est. Return 27.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$178K
2
+$97.6K
3
+$63.5K
4
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$50.8K
5
BX icon
Blackstone
BX
+$45.9K

Top Sells

1
+$6.22M
2
+$305K
3
+$242K
4
BBH icon
VanEck Biotech ETF
BBH
+$206K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$198K

Sector Composition

1 Industrials 16.98%
2 Technology 16.49%
3 Healthcare 11.98%
4 Financials 10.5%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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-2,453
503
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-65
504
– –
-2,195
505
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-1,299
506
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-2,450
507
– –
-931
508
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-320
509
– –
-327
510
– –
-2,920
511
– –
-259
512
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-100
513
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-400
514
– –
-85
515
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516
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-504
517
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-418
518
– –
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519
– –
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520
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521
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-1,200
522
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-2,582
523
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-2,500
524
– –
-1,068
525
– –
-500
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