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IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$244M
1-Year Est. Return
27.6%
This Fund
S&P 500
1 Year Est. Return
+27.6%
AUM
$244M
AUM Growth
+$2.46M
(+1%)
Holding
191
Top Buys
| 1 | +$1.22M | |
| 2 | +$757K | |
| 3 | +$655K | |
| 4 |
Netflix
NFLX
|
+$540K |
| 5 |
CRWV
CoreWeave Inc
CRWV
|
+$466K |
Top Sells
| 1 | +$2.26M | |
| 2 | +$1.79M | |
| 3 | +$1.19M | |
| 4 |
AstraZeneca
AZN
|
+$1.16M |
| 5 |
Becton Dickinson
BDX
|
+$228K |
Sector Composition
| 1 | Technology | 20.49% |
| 2 | Industrials | 17.36% |
| 3 | Financials | 12.92% |
| 4 | Healthcare | 11.57% |
| 5 | Energy | 8.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Equifax
EFX
$20B
| $15.6M | 6.4% |
86,852
+2
|
|
||
2
JPMorgan Chase
JPM
$834B
| $7.9M | 3.23% |
26,840
+156
|
|
||
3
Eli Lilly
LLY
$1.02T
| $6.36M | 2.6% |
6,918
+27
|
|
||
4
iShares Russell 2000 ETF
IWM
$78.5B
| $6.34M | 2.6% |
25,760
-8,773
|
|
||
5
Euronet Worldwide
EEFT
$2.52B
| $6.33M | 2.59% |
95,313
+2,302
|
|
||
6
Chevron
CVX
$377B
| $6.06M | 2.48% |
29,288
-223
|
|
||
7
Microsoft
MSFT
$3.06T
| $5.5M | 2.25% |
14,845
+185
|
|
||
8
Advanced Micro Devices
AMD
$800B
| $5.48M | 2.24% |
26,937
-50
|
|
||
9
Caterpillar
CAT
$422B
| $5.43M | 2.22% |
7,664
+132
|
|
||
|
BELFB
10
Bel Fuse Inc Class B
BELFB
$3.97B
| $4.91M | 2.01% |
24,807
-150
|
|
||
11
Home Depot
HD
$309B
| $4.67M | 1.91% |
14,205
+192
|
|
||
12
Bel Fuse Inc Class A
BELFA
$3.52B
| $4.65M | 1.9% |
25,781
-160
|
|
||
13
Apple
AAPL
$4.43T
| $4.28M | 1.75% |
16,878
+289
|
|
||
14
AbbVie
ABBV
$394B
| $4.05M | 1.66% |
18,632
+63
|
|
||
15
GE Aerospace
GE
$336B
| $3.11M | 1.27% |
11,036
-10
|
|
||
16
Fidelity National Information Services
FIS
$20.4B
| $3.11M | 1.27% |
66,382
+4
|
|
||
17
Coca-Cola
KO
$342B
| $2.82M | 1.16% |
37,144
+420
|
|
||
18
American Express
AXP
$213B
| $2.67M | 1.09% |
8,830
+300
|
|
||
19
Pfizer
PFE
$146B
| $2.65M | 1.09% |
94,550
+3,023
|
|
||
20
Gilead Sciences
GILD
$159B
| $2.59M | 1.06% |
18,613
+483
|
|
||
21
Oneok
OKE
$55.5B
| $2.57M | 1.05% |
28,439
+780
|
|
||
22
Blackstone
BX
$139B
| $2.48M | 1.02% |
21,569
+5,821
|
|
||
23
Philip Morris
PM
$274B
| $2.48M | 1.01% |
14,989
|
|
||
24
Vanguard Total Stock Market ETF
VTI
$647B
| $2.39M | 0.98% |
7,453
-106
|
|
||
25
Vanguard High Dividend Yield ETF
VYM
$78.3B
| $2.38M | 0.98% |
16,100
+40
|
|