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
$143M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$223K
3
+$212K
4
AAPL icon
Apple
AAPL
+$166K
5
T icon
AT&T
T
+$136K

Top Sells

1
+$863K
2
+$507K
3
+$176K
4
BA icon
Boeing
BA
+$156K
5
AFL icon
Aflac
AFL
+$90K

Sector Composition

1 Technology 23.1%
2 Industrials 19.87%
3 Financials 12.79%
4 Consumer Staples 10.5%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.92%
22,248
-910
27
$1.23M 0.86%
20,858
+685
28
$1.2M 0.84%
29,609
+1,592
29
$1.2M 0.84%
47,150
-600
30
$1.19M 0.83%
23,864
-550
31
$1.1M 0.77%
13,584
+675
32
$1.09M 0.76%
13,608
+235
33
$1.01M 0.71%
108,274
34
$999K 0.7%
14,966
+200
35
$993K 0.69%
7,328
+90
36
$921K 0.64%
25,383
+10,775
37
$907K 0.63%
12,980
+595
38
$880K 0.61%
6,130
39
$876K 0.61%
91,920
40
$867K 0.61%
7,037
41
$864K 0.6%
4,810
-283
42
$861K 0.6%
7,875
43
$854K 0.6%
5,901
+56
44
$844K 0.59%
10,476
+60
45
$838K 0.59%
11,570
-801
46
$835K 0.58%
5,202
-50
47
$822K 0.57%
12,642
+565
48
$821K 0.57%
20,315
+300
49
$803K 0.56%
91,487
-2,000
50
$781K 0.55%
22,345
-2,050
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