Iam Advisory, LLC

CIK Number: 0001825292

385.04M
Market Value
101
# of Holdings
9 months
Avg. Holding Period
34.55%
Win Rate
18.05%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 NOBL ProShares S&P 5...
98.39
-0.51% 649.45K +2.18% 64.65M 89.8 16.38%
2 DGRW WisdomTree U.S....
78.50
-0.48% 787.69K +0.90% 63.75M 73.08 16.16%
3 CGCP Capital Group C...
22.14
-0.25% 1.14M +4.12% 25.34M 22.56 6.42%
4 JHML John Hancock Mu...
67.69
-0.4% 333.19K -0.88% 23.21M 54.3 5.88%
5 COWZ Pacer US Cash C...
52.30
-0.52% 394.08K +0.77% 22.26M 48.69 5.64%

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Up to 30 years financial history
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