IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$1.53M
2 +$262K
3 +$198K
4
T icon
AT&T
T
+$146K
5
DHC
Diversified Healthcare Trust
DHC
+$137K

Sector Composition

1 Technology 23.46%
2 Industrials 19.82%
3 Financials 13.74%
4 Consumer Staples 10.66%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$16K 0.01%
10,000
152
$15K 0.01%
1,170
153
-3,378
154
-14,804
155
-22,192
156
-19,410