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
$172M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$964K
3
+$834K
4
BX icon
Blackstone
BX
+$662K
5
LUMN icon
Lumen
LUMN
+$546K

Top Sells

1
+$211K
2
+$208K
3
+$203K
4
EFX icon
Equifax
EFX
+$197K
5
OXY icon
Occidental Petroleum
OXY
+$162K

Sector Composition

1 Technology 22.79%
2 Industrials 17.78%
3 Financials 11.86%
4 Consumer Staples 10.97%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.94%
27,767
-259
27
$1.6M 0.93%
31,963
28
$1.56M 0.9%
68,050
+2,648
29
$1.55M 0.9%
29,954
+430
30
$1.54M 0.9%
4,836
+212
31
$1.51M 0.87%
23,543
+1,050
32
$1.48M 0.86%
20,159
+1,607
33
$1.35M 0.78%
6,100
34
$1.35M 0.78%
40,487
35
$1.34M 0.78%
22,964
36
$1.3M 0.76%
3,531
-10
37
$1.23M 0.71%
99,971
+6,910
38
$1.23M 0.71%
18,957
+50
39
$1.21M 0.7%
18,553
+296
40
$1.2M 0.7%
23,705
+800
41
$1.16M 0.67%
37,170
+975
42
$1.14M 0.66%
+11,226
43
$1.13M 0.66%
28,309
+1,110
44
$1.11M 0.65%
7,865
45
$1.1M 0.64%
14,820
+8,875
46
$1.1M 0.64%
125,000
+95,000
47
$1.06M 0.61%
18,205
+700
48
$1.04M 0.61%
10,380
49
$1.03M 0.6%
8,099
+2,301
50
$1.03M 0.6%
49,781
-2,776
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2
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