IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$9.74M
3
+$2.52M
4
HD icon
Home Depot
HD
+$2.46M
5
KO icon
Coca-Cola
KO
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.91%
2 Technology 15.7%
3 Financials 11.42%
4 Consumer Staples 8.51%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.9%
+5,410
27
$990K 0.86%
+10,709
28
$964K 0.83%
+22,997
29
$963K 0.83%
+20,733
30
$950K 0.82%
+17,428
31
$930K 0.8%
+13,485
32
$918K 0.79%
+25,276
33
$895K 0.77%
+24,660
34
$854K 0.74%
+55,071
35
$805K 0.7%
+12,853
36
$783K 0.68%
+8,355
37
$768K 0.66%
+19,399
38
$755K 0.65%
+16,132
39
$744K 0.64%
+8,127
40
$741K 0.64%
+24,550
41
$740K 0.64%
+4,923
42
$737K 0.64%
+7,925
43
$712K 0.62%
+10,135
44
$710K 0.61%
+19,025
45
$686K 0.59%
+9,032
46
$685K 0.59%
+3,300
47
$645K 0.56%
+6,091
48
$633K 0.55%
+16,692
49
$624K 0.54%
+59,078
50
$623K 0.54%
+5,554
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