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
526
$1K ﹤0.01%
+12
527
$1K ﹤0.01%
+26
528
$1K ﹤0.01%
+25
529
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+50
530
$1K ﹤0.01%
+349
531
$1K ﹤0.01%
+100
532
$1K ﹤0.01%
+172
533
$1K ﹤0.01%
+300
534
$1K ﹤0.01%
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535
$1K ﹤0.01%
+35
536
$1K ﹤0.01%
+5
537
$1K ﹤0.01%
+36
538
$1K ﹤0.01%
+67
539
$1K ﹤0.01%
+38
540
$1K ﹤0.01%
+70
541
$1K ﹤0.01%
+9
542
$1K ﹤0.01%
+16
543
$1K ﹤0.01%
+65
544
$1K ﹤0.01%
+29
545
$1K ﹤0.01%
+12
546
$1K ﹤0.01%
+40
547
$1K ﹤0.01%
+216
548
$1K ﹤0.01%
+1,000
549
$1K ﹤0.01%
+8
550
$1K ﹤0.01%
+100
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