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
$145M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$200K
3
+$96K
4
BMY icon
Bristol-Myers Squibb
BMY
+$62.6K
5
GILD icon
Gilead Sciences
GILD
+$53.1K

Top Sells

1
+$266K
2
+$248K
3
+$205K
4
XRX icon
Xerox
XRX
+$165K
5
AMD icon
Advanced Micro Devices
AMD
+$161K

Sector Composition

1 Industrials 28.53%
2 Technology 15.92%
3 Financials 12.13%
4 Consumer Staples 10.43%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.81%
13,731
+150
27
$1.15M 0.79%
26,718
28
$1.08M 0.75%
104,253
-2,000
29
$1.08M 0.74%
307,340
-826
30
$1.07M 0.74%
24,821
-80
31
$1.01M 0.7%
12,519
+50
32
$919K 0.63%
20,572
+2,150
33
$908K 0.63%
81,168
-550
34
$900K 0.62%
26,662
35
$900K 0.62%
16,239
-350
36
$896K 0.62%
107,774
37
$878K 0.6%
6,130
38
$870K 0.6%
27,784
+325
39
$830K 0.57%
7,720
40
$812K 0.56%
10,063
41
$796K 0.55%
12,300
-400
42
$794K 0.55%
54,217
-600
43
$790K 0.54%
10,895
+100
44
$770K 0.53%
10,877
+750
45
$762K 0.52%
7,301
+150
46
$758K 0.52%
5,991
47
$751K 0.52%
5,453
+7
48
$735K 0.51%
16,726
+170
49
$729K 0.5%
5,468
-25
50
$685K 0.47%
54,900
-12,900
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2
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