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
51
$1.1M 0.57%
7,777
+98
52
$1.07M 0.56%
17,395
-2,556
53
$1.05M 0.55%
41,587
+500
54
$1.05M 0.54%
44,035
+780
55
$1M 0.52%
19,760
+430
56
$991K 0.51%
52,872
-9
57
$974K 0.51%
6,772
+150
58
$930K 0.48%
48,838
+678
59
$898K 0.47%
2,754
60
$865K 0.45%
55,595
+7,175
61
$850K 0.44%
21,690
+1
62
$848K 0.44%
5,011
63
$847K 0.44%
22,652
-948
64
$842K 0.44%
2,427
+340
65
$825K 0.43%
22,888
-396
66
$817K 0.42%
8,813
-313
67
$804K 0.42%
20,276
+82
68
$762K 0.4%
4,172
+120
69
$754K 0.39%
28,009
+105
70
$742K 0.38%
160,917
+1,000
71
$738K 0.38%
67,674
72
$730K 0.38%
9,675
-100
73
$727K 0.38%
1,415
74
$693K 0.36%
2,944
75
$685K 0.36%
13,266
+50
1 2
3
4 5