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
376
$15K 0.01%
470
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$15K 0.01%
652
-90
378
$15K 0.01%
160
379
$15K 0.01%
301
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$14K 0.01%
100
381
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382
$14K 0.01%
120
383
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384
$14K 0.01%
800
385
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987
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386
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151
387
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897
388
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100
389
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365
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390
$13K 0.01%
300
391
$13K 0.01%
266
392
$12K 0.01%
143
393
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139
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$12K 0.01%
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175
396
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653
398
$11K 0.01%
50
399
$11K 0.01%
100
400
$11K 0.01%
120
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