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
301
$36K 0.02%
+1,100
302
$36K 0.02%
440
303
$35K 0.02%
440
304
$35K 0.02%
612
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305
$35K 0.02%
800
306
$34K 0.02%
300
307
$34K 0.02%
1,126
308
$33K 0.02%
130
309
$32K 0.02%
400
310
$32K 0.02%
+350
311
$32K 0.02%
141
312
$32K 0.02%
143
313
$31K 0.02%
528
314
$31K 0.02%
442
315
$31K 0.02%
359
316
$31K 0.02%
500
317
$30K 0.02%
413
318
$29K 0.01%
200
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319
$29K 0.01%
500
320
$29K 0.01%
8,038
321
$28K 0.01%
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322
$28K 0.01%
525
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323
$28K 0.01%
200
324
$28K 0.01%
8,613
325
$28K 0.01%
3,325
-200
11 12
13
14 15