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
$119M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$217K
3
+$216K
4
GPT
Gramercy Property Trust
GPT
+$183K
5
ABBV icon
AbbVie
ABBV
+$167K

Top Sells

1
+$515K
2
+$397K
3
+$228K
4
LUMN icon
Lumen
LUMN
+$71.7K
5
PSX icon
Phillips 66
PSX
+$64.4K

Sector Composition

1 Industrials 29.41%
2 Technology 14.63%
3 Financials 10.8%
4 Consumer Staples 10.42%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.89%
115,253
-2,330
27
$1.04M 0.87%
39,508
+921
28
$1.01M 0.84%
23,497
+50
29
$1M 0.84%
59,596
+200
30
$1M 0.84%
309,700
31
$963K 0.81%
13,230
+502
32
$958K 0.8%
68,001
+875
33
$925K 0.78%
19,808
-65
34
$903K 0.76%
11,584
+75
35
$885K 0.74%
25,685
+100
36
$806K 0.68%
17,432
+100
37
$721K 0.6%
4,598
38
$705K 0.59%
23,050
-1,000
39
$687K 0.58%
6,091
40
$686K 0.58%
5,408
-17
41
$675K 0.57%
10,130
+75
42
$672K 0.56%
9,257
+100
43
$657K 0.55%
111,274
44
$651K 0.55%
3,300
45
$630K 0.53%
6,999
+225
46
$625K 0.52%
6,180
+265
47
$598K 0.5%
5,342
48
$570K 0.48%
8,387
+250
49
$568K 0.48%
6,130
50
$566K 0.47%
7,800
1
2
3 4 5