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
$135M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$685K
2
+$356K
3
+$295K
4
GD icon
General Dynamics
GD
+$276K
5
SCG
Scana
SCG
+$208K

Top Sells

1
+$2.42M
2
+$2.07M
3
+$234K
4
BA icon
Boeing
BA
+$72.1K
5
GE icon
GE Aerospace
GE
+$68.4K

Sector Composition

1 Industrials 21.72%
2 Technology 15.87%
3 Financials 14.44%
4 Consumer Staples 10.55%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.9%
28,484
-85
27
$1.13M 0.84%
23,092
-579
28
$1.1M 0.82%
14,255
+117
29
$1.07M 0.79%
7,288
-16
30
$1.07M 0.79%
25,614
-500
31
$1.06M 0.79%
107,774
32
$1.05M 0.78%
12,100
-200
33
$1.04M 0.77%
16,140
-1,059
34
$1.02M 0.76%
92,536
+334
35
$965K 0.71%
20,182
-100
36
$965K 0.71%
12,929
+225
37
$960K 0.71%
6,130
38
$953K 0.71%
10,067
-250
39
$930K 0.69%
92,920
-5,000
40
$904K 0.67%
11,997
+1,000
41
$897K 0.66%
12,926
+225
42
$891K 0.66%
47,936
-289
43
$884K 0.65%
14,916
+184
44
$877K 0.65%
14,078
+608
45
$852K 0.63%
5,323
-100
46
$840K 0.62%
16,033
+100
47
$817K 0.6%
7,162
-25
48
$752K 0.56%
5,414
49
$738K 0.55%
32,855
+3,470
50
$735K 0.54%
7,875
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