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
$117M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$246K
3
+$226K
4
F icon
Ford
F
+$115K
5
AAPL icon
Apple
AAPL
+$88.4K

Top Sells

1
+$3.48M
2
+$1.36M
3
+$221K
4
DD icon
DuPont de Nemours
DD
+$164K
5
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$146K

Sector Composition

1 Industrials 28.31%
2 Technology 15.31%
3 Financials 11.37%
4 Consumer Staples 8.69%
5 Energy 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.87%
59,321
-75
27
$998K 0.86%
23,197
+100
28
$964K 0.83%
5,185
-75
29
$945K 0.81%
11,359
+625
30
$920K 0.79%
309,700
-800
31
$911K 0.78%
20,625
+125
32
$904K 0.78%
60,196
+7,625
33
$883K 0.76%
9,285
+280
34
$830K 0.71%
60,916
-139
35
$801K 0.69%
4,795
-5
36
$769K 0.66%
25,285
+875
37
$761K 0.65%
16,332
+100
38
$756K 0.65%
16,228
-100
39
$742K 0.64%
3,300
40
$736K 0.63%
24,050
+100
41
$733K 0.63%
8,982
42
$690K 0.59%
8,137
+110
43
$678K 0.58%
5,790
44
$645K 0.55%
7,800
-100
45
$640K 0.55%
19,165
+140
46
$638K 0.55%
10,504
+500
47
$632K 0.54%
6,554
+450
48
$616K 0.53%
7,925
49
$595K 0.51%
111,274
50
$589K 0.51%
6,091
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