IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$216M
1-Year Return
21.43%
This Quarter Return
+6.17%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$194M
AUM Growth
+$6.58M
(+3.5%)
Cap. Flow
-$2.66M
Cap. Flow
% of AUM
-1.37%
Top 10 Holdings %
Top 10 Hldgs %
35.73%
Holding
172
New
2
Increased
46
Reduced
59
Closed
5
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$424K |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$319K |
| 3 |
Eaton
ETN
|
+$235K |
| 4 |
FedEx
FDX
|
+$203K |
| 5 |
Tyson Foods
TSN
|
+$114K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$811K |
| 2 |
Eli Lilly
LLY
|
+$708K |
| 3 |
AVDL
Avadel Pharmaceuticals
AVDL
|
+$607K |
| 4 |
Victoria's Secret
VSCO
|
+$276K |
| 5 |
The Mosaic Company
MOS
|
+$241K |
Sector Composition
| 1 | Industrials | 19.31% |
| 2 | Technology | 17.94% |
| 3 | Healthcare | 11.02% |
| 4 | Financials | 10.24% |
| 5 | Consumer Staples | 9.03% |
