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
201
$100K 0.05%
+1,400
202
$99K 0.05%
+200
203
$99K 0.05%
28,000
204
$98K 0.05%
+327
205
$98K 0.05%
+1,160
206
$97K 0.05%
+200
207
$97K 0.05%
+400
208
$95K 0.05%
+843
209
$90K 0.05%
+760
210
$88K 0.05%
+1,050
211
$87K 0.05%
+2,205
212
$85K 0.04%
+770
213
$85K 0.04%
+1,200
214
$83K 0.04%
+523
215
$82K 0.04%
+484
216
$82K 0.04%
+861
217
$81K 0.04%
+1,698
218
$80K 0.04%
+1,170
219
$80K 0.04%
+1,600
220
$80K 0.04%
+1,047
221
$79K 0.04%
+868
222
$79K 0.04%
+2,370
223
$79K 0.04%
+1,300
224
$78K 0.04%
+500
225
$77K 0.04%
+500
7 8
9
10 11