IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $242M
1-Year Est. Return 23.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$366K
3
+$284K
4
GEHC icon
GE HealthCare
GEHC
+$276K
5
TFC icon
Truist Financial
TFC
+$270K

Top Sells

1
+$2.7M
2
+$835K
3
+$383K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$344K
5
MCD icon
McDonald's
MCD
+$339K

Sector Composition

1 Industrials 17.87%
2 Technology 17.86%
3 Healthcare 11.26%
4 Financials 10.44%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,300
177
– –
-333
178
– –
-33,500
4 5 6 7
8