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
$144M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$226K
3
+$218K
4
USB icon
US Bancorp
USB
+$209K
5
RTX icon
RTX Corp
RTX
+$206K

Top Sells

1
+$984K
2
+$95K
3
+$79.9K
4
DIS icon
Walt Disney
DIS
+$51.2K
5
HPQ icon
HP
HPQ
+$45.8K

Sector Composition

1 Industrials 21.64%
2 Technology 18.23%
3 Financials 13.84%
4 Consumer Staples 10.35%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.99%
29,194
+100
27
$1.17M 0.82%
24,741
28
$1.16M 0.81%
15,016
29
$1.16M 0.81%
34,288
30
$1.16M 0.81%
13,133
+50
31
$1.13M 0.78%
22,992
+150
32
$1.11M 0.77%
7,288
33
$1.11M 0.77%
13,059
+50
34
$1.08M 0.75%
20,173
-209
35
$1.05M 0.73%
24,464
-100
36
$1.04M 0.73%
107,774
37
$1.01M 0.71%
10,731
+100
38
$957K 0.67%
5,153
-90
39
$932K 0.65%
12,077
40
$893K 0.62%
16,199
+258
41
$877K 0.61%
12,150
+50
42
$873K 0.61%
47,586
-350
43
$869K 0.61%
16,060
-21
44
$867K 0.6%
7,087
-50
45
$865K 0.6%
6,130
46
$861K 0.6%
92,920
47
$842K 0.59%
91,036
-1,500
48
$839K 0.58%
7,875
49
$824K 0.57%
12,160
50
$823K 0.57%
15,651
+350
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