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
$186M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$315K
3
+$292K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K

Top Sells

1
+$418K
2
+$416K
3
+$376K
4
EFX icon
Equifax
EFX
+$240K
5
CMI icon
Cummins
CMI
+$208K

Sector Composition

1 Technology 20.45%
2 Industrials 19.83%
3 Financials 11.79%
4 Consumer Staples 10.36%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.88%
30,829
+875
27
$1.62M 0.87%
97,688
+525
28
$1.57M 0.84%
105,661
+5,690
29
$1.56M 0.84%
71,955
+3,905
30
$1.52M 0.82%
6,985
-100
31
$1.51M 0.81%
27,177
-590
32
$1.49M 0.8%
19,111
-1,048
33
$1.43M 0.77%
14,720
-100
34
$1.43M 0.77%
25,688
+1,983
35
$1.37M 0.74%
6,134
+34
36
$1.34M 0.72%
3,531
37
$1.33M 0.72%
19,357
+400
38
$1.31M 0.7%
20,964
-2,000
39
$1.3M 0.7%
12,460
+1,234
40
$1.3M 0.7%
23,192
-351
41
$1.27M 0.69%
19,004
+451
42
$1.25M 0.67%
7,565
-300
43
$1.25M 0.67%
38,070
+900
44
$1.2M 0.65%
29,459
+1,150
45
$1.15M 0.62%
40,487
46
$1.1M 0.59%
18,390
47
$1.09M 0.59%
117,500
-7,500
48
$1.07M 0.58%
4,795
+130
49
$1.06M 0.57%
34,007
50
$1.05M 0.57%
39,919
+1,750
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