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
$194M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.63M
3
+$765K
4
OXY icon
Occidental Petroleum
OXY
+$547K
5
WES icon
Western Midstream Partners
WES
+$339K

Top Sells

1
+$2.75M
2
+$448K
3
+$395K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$385K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$150K

Sector Composition

1 Technology 15.47%
2 Industrials 14.98%
3 Healthcare 10.69%
4 Financials 10.24%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$60K 0.03%
4,324
-2,000
252
$59K 0.03%
522
253
$59K 0.03%
1,867
+882
254
$58K 0.03%
2,559
+2,359
255
$57K 0.03%
920
-360
256
$57K 0.03%
3,113
257
$57K 0.03%
10,000
258
$56K 0.03%
1,400
259
$55K 0.03%
+4,600
260
$55K 0.03%
430
+60
261
$54K 0.03%
853
262
$54K 0.03%
600
263
$54K 0.03%
1,516
264
$53K 0.03%
33,500
265
$53K 0.03%
+2,195
266
$53K 0.03%
1,000
267
$53K 0.03%
3,226
268
$51K 0.03%
295
269
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270
$51K 0.03%
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271
$50K 0.03%
240
272
$50K 0.03%
125
273
$50K 0.03%
194
274
$49K 0.03%
288
+74
275
$49K 0.03%
96
9 10
11
12 13