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
$122M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$121K
3
+$98.8K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$97K
5
BX icon
Blackstone
BX
+$92.4K

Top Sells

1
+$285K
2
+$257K
3
+$256K
4
SCG
Scana
SCG
+$241K
5
USB icon
US Bancorp
USB
+$209K

Sector Composition

1 Technology 19.84%
2 Industrials 18.88%
3 Financials 13.47%
4 Consumer Staples 11.04%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.94%
24,491
-250
27
$1.13M 0.93%
20,173
28
$977K 0.8%
24,414
-50
29
$960K 0.78%
10,416
-315
30
$958K 0.78%
108,274
+500
31
$921K 0.75%
14,766
-250
32
$920K 0.75%
7,238
-50
33
$884K 0.72%
13,373
+240
34
$881K 0.72%
47,750
-4,400
35
$880K 0.72%
12,909
-150
36
$863K 0.71%
34,938
+650
37
$834K 0.68%
28,017
+5,025
38
$809K 0.66%
5,252
39
$786K 0.64%
5,093
-60
40
$777K 0.63%
6,130
41
$767K 0.63%
91,920
-1,000
42
$766K 0.63%
7,037
-50
43
$760K 0.62%
20,015
+100
44
$755K 0.62%
12,077
45
$751K 0.61%
7,875
46
$748K 0.61%
12,371
+221
47
$746K 0.61%
5,845
+950
48
$745K 0.61%
25,760
+70
49
$727K 0.59%
24,395
+3,100
50
$721K 0.59%
16,749
+550
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