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
$128M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$429K
2
+$407K
3
+$304K
4
SE
Spectra Energy Corp Wi
SE
+$210K
5
MPC icon
Marathon Petroleum
MPC
+$200K

Top Sells

1
+$444K
2
+$392K
3
+$368K
4
WRK
WestRock Company
WRK
+$229K
5
BX icon
Blackstone
BX
+$205K

Sector Composition

1 Industrials 30.15%
2 Technology 15.87%
3 Consumer Staples 11.17%
4 Financials 9.54%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.86%
9,215
27
$1.09M 0.85%
13,810
+125
28
$1.09M 0.85%
11,584
29
$1.04M 0.81%
20,325
-100
30
$1.03M 0.8%
82,285
+2,350
31
$973K 0.76%
23,697
+50
32
$957K 0.74%
17,132
-200
33
$908K 0.71%
19,177
-400
34
$849K 0.66%
25,885
+100
35
$842K 0.66%
63,436
+100
36
$787K 0.61%
18,058
37
$755K 0.59%
7,201
-58
38
$733K 0.57%
5,295
39
$727K 0.57%
6,111
40
$673K 0.52%
9,642
+385
41
$656K 0.51%
10,130
42
$655K 0.51%
8,637
+150
43
$652K 0.51%
107,274
+1,000
44
$651K 0.51%
13,510
+3,560
45
$639K 0.5%
6,130
46
$616K 0.48%
3,300
47
$607K 0.47%
9,810
+800
48
$596K 0.46%
7,145
+855
49
$594K 0.46%
12,510
50
$589K 0.46%
7,950
-250
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2
3 4 5