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
351
$20K 0.01%
85
352
$20K 0.01%
150
353
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100
354
$20K 0.01%
123
355
$19K 0.01%
145
356
$19K 0.01%
2,000
357
$19K 0.01%
+118
358
$18K 0.01%
100
359
$18K 0.01%
2,000
360
$18K 0.01%
+3,050
361
$18K 0.01%
166
362
$17K 0.01%
600
363
$17K 0.01%
100
364
$17K 0.01%
345
365
$17K 0.01%
257
366
$17K 0.01%
140
367
$17K 0.01%
250
368
$17K 0.01%
117
369
$16K 0.01%
200
370
$16K 0.01%
320
371
$16K 0.01%
418
372
$16K 0.01%
200
-44
373
$16K 0.01%
119
374
$16K 0.01%
400
375
$16K 0.01%
2,600
13 14
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16 17