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
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$597K
2
+$460K
3
+$389K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$244K
5
OXY icon
Occidental Petroleum
OXY
+$178K

Top Sells

1
+$3.22M
2
+$1.26M
3
+$636K
4
DE icon
Deere & Co
DE
+$571K
5
SO icon
Southern Company
SO
+$514K

Sector Composition

1 Technology 27.28%
2 Industrials 20.36%
3 Consumer Staples 11.37%
4 Healthcare 10.54%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.95%
23,214
-750
27
$1.13M 0.92%
7,571
+220
28
$1.04M 0.85%
19,403
-3,020
29
$1.03M 0.84%
16,184
+448
30
$905K 0.74%
4,754
+115
31
$898K 0.73%
5,185
32
$887K 0.73%
28,757
-9,273
33
$871K 0.71%
6,130
34
$856K 0.7%
7,378
35
$846K 0.69%
34,697
-635
36
$829K 0.68%
18,565
-1,100
37
$825K 0.67%
18,095
+3,800
38
$750K 0.61%
10,596
+5,496
39
$737K 0.6%
6,697
-150
40
$727K 0.59%
2,550
41
$725K 0.59%
5,626
+400
42
$687K 0.56%
37,950
+2,465
43
$674K 0.55%
7,875
44
$668K 0.55%
27,018
+1,302
45
$639K 0.52%
38,987
+1,499
46
$617K 0.5%
15,588
-1,474
47
$611K 0.5%
10,980
+110
48
$597K 0.49%
+40,487
49
$587K 0.48%
16,800
+1,800
50
$551K 0.45%
10,450
-90
1
2
3 4 5