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
326
$28K 0.01%
442
327
$28K 0.01%
266
328
$27K 0.01%
481
329
$26K 0.01%
2,186
+186
330
$26K 0.01%
+1,661
331
$26K 0.01%
20,000
332
$26K 0.01%
328
333
$26K 0.01%
650
334
$25K 0.01%
1,000
335
$25K 0.01%
365
+200
336
$25K 0.01%
375
337
$24K 0.01%
669
338
$24K 0.01%
250
339
$24K 0.01%
+1,700
340
$24K 0.01%
+10,000
341
$23K 0.01%
732
342
$23K 0.01%
+400
343
$22K 0.01%
931
344
$22K 0.01%
320
345
$22K 0.01%
200
346
$21K 0.01%
189
347
$21K 0.01%
2,000
+300
348
$21K 0.01%
202
349
$21K 0.01%
1,124
350
$21K 0.01%
255
12 13
14
15 16