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
$150M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$397K
3
+$263K
4
BKI
Black Knight, Inc. Common Stock
BKI
+$208K
5
LUMN icon
Lumen
LUMN
+$137K

Top Sells

1
+$732K
2
+$484K
3
+$476K
4
AAPL icon
Apple
AAPL
+$323K
5
AMZN icon
Amazon
AMZN
+$221K

Sector Composition

1 Technology 27.36%
2 Industrials 20.52%
3 Consumer Staples 10.96%
4 Healthcare 9.43%
5 Consumer Discretionary 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.88%
23,014
-200
27
$1.32M 0.88%
7,961
+105
28
$1.28M 0.85%
24,643
+100
29
$1.26M 0.84%
32,074
+225
30
$1.22M 0.81%
19,272
+860
31
$1.18M 0.79%
6,130
32
$1.16M 0.78%
19,540
-438
33
$1.09M 0.73%
14,100
-9,500
34
$1.08M 0.72%
7,243
-60
35
$1.08M 0.72%
28,335
-259
36
$1.05M 0.7%
4,994
-91
37
$1.02M 0.68%
18,565
38
$991K 0.66%
35,685
-1,400
39
$950K 0.64%
5,576
-50
40
$931K 0.62%
6,697
-75
41
$924K 0.62%
11,421
+825
42
$905K 0.61%
2,550
43
$831K 0.56%
32,334
-185
44
$831K 0.56%
27,743
+375
45
$808K 0.54%
15,470
+1,025
46
$789K 0.53%
7,875
47
$762K 0.51%
+39,166
48
$699K 0.47%
10,980
49
$693K 0.46%
4,160
-975
50
$671K 0.45%
54,137
+1,825
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