IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM $216M
1-Year Return
21.43%
This Quarter Return
+8.2%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$150M
AUM Growth
+$5.67M
(+3.9%)
Cap. Flow
-$896K
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
45.47%
Holding
145
New
4
Increased
41
Reduced
54
Closed
4
Top Buys
| 1 |
ODP
ODP
|
+$762K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$397K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$263K |
| 4 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$208K |
| 5 |
Lumen
LUMN
|
+$137K |
Top Sells
| 1 |
Sunrun
RUN
|
+$732K |
| 2 |
Advanced Micro Devices
AMD
|
+$484K |
| 3 |
Equifax
EFX
|
+$476K |
| 4 |
Apple
AAPL
|
+$323K |
| 5 |
Amazon
AMZN
|
+$221K |
Sector Composition
| 1 | Technology | 27.36% |
| 2 | Industrials | 20.52% |
| 3 | Consumer Staples | 10.96% |
| 4 | Healthcare | 9.43% |
| 5 | Consumer Discretionary | 8.92% |
