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
$120M
AUM Growth
+$876K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$212K
3
+$206K
4
NOK icon
Nokia
NOK
+$195K
5
F icon
Ford
F
+$161K

Top Sells

1
+$721K
2
+$403K
3
+$273K
4
UNH icon
UnitedHealth
UNH
+$129K
5
HD icon
Home Depot
HD
+$85.4K

Sector Composition

1 Industrials 29.62%
2 Technology 15.27%
3 Consumer Staples 11.26%
4 Financials 10.05%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.87%
13,330
+100
27
$1.04M 0.86%
25,831
28
$1.01M 0.84%
39,686
+178
29
$985K 0.82%
13,685
+175
30
$968K 0.81%
11,584
31
$947K 0.79%
19,577
-69
32
$937K 0.78%
17,332
-100
33
$856K 0.71%
63,336
+3,740
34
$853K 0.71%
23,647
+150
35
$834K 0.69%
25,785
+100
36
$762K 0.63%
9,257
37
$727K 0.61%
18,058
-1,750
38
$713K 0.59%
6,111
+20
39
$693K 0.58%
7,259
+260
40
$667K 0.56%
5,295
-113
41
$650K 0.54%
8,487
+100
42
$641K 0.53%
10,130
43
$628K 0.52%
6,130
44
$624K 0.52%
106,274
-5,000
45
$605K 0.5%
5,542
+200
46
$578K 0.48%
6,290
+110
47
$553K 0.46%
8,200
+400
48
$547K 0.46%
17,124
+200
49
$537K 0.45%
6,522
+150
50
$528K 0.44%
23,050
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