We are live on ! Find out more
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
551
– –
-2,559
552
– –
-125
553
– –
-494
554
– –
-430
555
– –
-800
556
– –
-1,600
557
– –
-3,000
558
– –
-150
559
– –
-2
560
– –
-413
561
– –
-6,902
562
– –
-2,800
563
– –
-240
564
– –
-500
565
– –
-135
566
– –
-120
567
– –
-290
568
– –
-500
569
– –
-2,000
570
– –
-200
571
– –
-200
572
– –
-1,700
19 20 21 22
23