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
$157M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$219K
3
+$205K
4
ODP icon
ODP
ODP
+$172K
5
T icon
AT&T
T
+$151K

Top Sells

1
+$212K
2
+$90.6K
3
+$80.8K
4
AFL icon
Aflac
AFL
+$71.6K
5
DD icon
DuPont de Nemours
DD
+$42.6K

Sector Composition

1 Technology 23.8%
2 Industrials 20.67%
3 Financials 12.94%
4 Consumer Staples 10.6%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.86%
22,417
+1,659
27
$1.34M 0.86%
46,400
-250
28
$1.32M 0.84%
17,449
+150
29
$1.32M 0.84%
23,814
+100
30
$1.3M 0.83%
25,193
-150
31
$1.17M 0.74%
108,274
32
$968K 0.62%
13,140
33
$962K 0.61%
13,619
-40
34
$959K 0.61%
6,130
35
$938K 0.6%
7,428
+100
36
$931K 0.59%
7,875
37
$928K 0.59%
11,370
-200
38
$920K 0.59%
91,500
39
$894K 0.57%
20,065
-350
40
$885K 0.56%
4,686
+9
41
$881K 0.56%
15,736
+1,004
42
$874K 0.56%
31,509
+650
43
$856K 0.55%
15,016
+50
44
$852K 0.54%
6,847
-50
45
$835K 0.53%
7,037
46
$820K 0.52%
89,487
-1,600
47
$819K 0.52%
12,917
-25
48
$787K 0.5%
5,185
49
$784K 0.5%
28,076
+4,272
50
$782K 0.5%
5,176
-75
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2
3 4 5