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
$144M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$225K
3
+$221K
4
BRO icon
Brown & Brown
BRO
+$211K
5
ALB icon
Albemarle
ALB
+$203K

Top Sells

1
+$1.38M
2
+$639K
3
+$209K
4
BX icon
Blackstone
BX
+$207K
5
JNJ icon
Johnson & Johnson
JNJ
+$141K

Sector Composition

1 Technology 25.92%
2 Industrials 22.75%
3 Consumer Staples 10.79%
4 Healthcare 9.7%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.91%
3,590
-60
27
$1.3M 0.91%
54,920
+135
28
$1.21M 0.84%
16,800
29
$1.19M 0.83%
23,214
30
$1.15M 0.8%
4,649
-105
31
$1.11M 0.78%
5,085
-100
32
$1.1M 0.77%
19,978
+575
33
$1.07M 0.75%
28,594
-163
34
$1.07M 0.75%
6,130
35
$982K 0.68%
18,565
36
$924K 0.64%
7,303
-75
37
$904K 0.63%
37,085
-865
38
$881K 0.61%
5,626
39
$873K 0.61%
27,368
+350
40
$835K 0.58%
10,596
41
$818K 0.57%
14,445
-3,650
42
$810K 0.56%
6,772
+75
43
$801K 0.56%
34,327
-370
44
$773K 0.54%
2,550
45
$750K 0.52%
7,875
46
$715K 0.5%
40,487
47
$703K 0.49%
10,980
48
$651K 0.45%
52,312
+2,700
49
$630K 0.44%
10,225
-225
50
$623K 0.43%
2,020
+26
1
2
3 4 5