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
$148M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$302K
3
+$280K
4
HPE icon
Hewlett Packard
HPE
+$240K
5
PYPL icon
PayPal
PYPL
+$234K

Top Sells

1
+$6.89M
2
+$4.89M
3
+$2.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$950K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$924K

Sector Composition

1 Technology 25.13%
2 Industrials 20.35%
3 Consumer Staples 11.38%
4 Financials 10.41%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.91%
28,026
-309
27
$1.32M 0.89%
29,524
-2,550
28
$1.29M 0.87%
7,113
-130
29
$1.26M 0.85%
3,541
-35
30
$1.24M 0.84%
6,100
-30
31
$1.18M 0.8%
57,562
+3,425
32
$1.14M 0.77%
38,891
-275
33
$1.12M 0.76%
22,493
-2,150
34
$1.1M 0.74%
18,907
-365
35
$1.03M 0.69%
17,505
-2,035
36
$1M 0.68%
36,195
+510
37
$996K 0.67%
4,934
-60
38
$983K 0.66%
18,257
+638
39
$978K 0.66%
14,100
40
$961K 0.65%
31,963
-371
41
$961K 0.65%
2,550
42
$951K 0.64%
7,865
-10
43
$943K 0.64%
27,199
-544
44
$931K 0.63%
40,487
45
$919K 0.62%
18,390
-175
46
$907K 0.61%
6,522
-175
47
$879K 0.59%
22,905
+2,010
48
$847K 0.57%
52,557
+150
49
$818K 0.55%
93,061
+4,317
50
$771K 0.52%
10,380
-600
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2
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