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
176
$135K 0.07%
+514
177
$135K 0.07%
+1,772
178
$134K 0.07%
+2,425
179
$133K 0.07%
+2,453
180
$133K 0.07%
+875
181
$129K 0.07%
+1,180
182
$129K 0.07%
+1,686
183
$129K 0.07%
+1,015
184
$128K 0.07%
+2,320
185
$128K 0.07%
12,239
-1,356
186
$126K 0.07%
+8,020
187
$124K 0.06%
+3,700
188
$120K 0.06%
2,851
-4,702
189
$119K 0.06%
+1,215
190
$114K 0.06%
+3,258
191
$111K 0.06%
+1,435
192
$109K 0.06%
+729
193
$108K 0.06%
+2,656
194
$107K 0.06%
+6,209
195
$104K 0.05%
+1,299
196
$103K 0.05%
+494
197
$103K 0.05%
+1,600
198
$102K 0.05%
+2,877
199
$102K 0.05%
+6,324
200
$101K 0.05%
+2,120
6 7
8
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