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
$132M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$266K
3
+$228K
4
CSX icon
CSX Corp
CSX
+$215K
5
VTV icon
Vanguard Value ETF
VTV
+$200K

Top Sells

1
+$372K
2
+$310K
3
+$269K
4
BMY icon
Bristol-Myers Squibb
BMY
+$241K
5
GRBK icon
Green Brick Partners
GRBK
+$166K

Sector Composition

1 Industrials 30.53%
2 Technology 16.2%
3 Consumer Staples 10.39%
4 Financials 9.89%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.83%
13,677
-133
27
$1.08M 0.82%
107,753
-6,000
28
$1.06M 0.81%
9,215
29
$1.02M 0.77%
23,314
-383
30
$1.01M 0.77%
11,584
31
$983K 0.75%
62,803
-633
32
$977K 0.74%
80,968
-1,317
33
$961K 0.73%
25,462
-423
34
$891K 0.68%
17,132
35
$772K 0.59%
17,755
-303
36
$769K 0.58%
17,377
-1,800
37
$763K 0.58%
107,274
38
$761K 0.58%
8,570
-67
39
$735K 0.56%
6,130
40
$733K 0.56%
7,126
-75
41
$702K 0.53%
6,125
+14
42
$674K 0.51%
10,063
-67
43
$668K 0.51%
23,567
-308
44
$664K 0.5%
13,510
45
$662K 0.5%
7,950
46
$654K 0.5%
5,228
-67
47
$643K 0.49%
12,510
48
$640K 0.49%
9,318
-324
49
$637K 0.48%
8,052
+907
50
$628K 0.48%
5,292
-20
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2
3 4 5