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
276
$46K 0.02%
850
277
$46K 0.02%
1,600
+400
278
$45K 0.02%
193
279
$44K 0.02%
896
280
$44K 0.02%
1,200
281
$44K 0.02%
150
282
$43K 0.02%
3,038
-4,982
283
$42K 0.02%
6,902
284
$41K 0.02%
+1,750
285
$41K 0.02%
2,800
286
$41K 0.02%
500
-5
287
$41K 0.02%
3,270
288
$41K 0.02%
450
+300
289
$41K 0.02%
450
290
$40K 0.02%
225
291
$40K 0.02%
575
-150
292
$40K 0.02%
5,000
293
$40K 0.02%
9,200
294
$39K 0.02%
400
295
$39K 0.02%
2,000
296
$39K 0.02%
7,600
297
$39K 0.02%
305
298
$38K 0.02%
1,064
299
$37K 0.02%
1,000
300
$36K 0.02%
400
10 11
12
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