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
$192M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$471K
3
+$288K
4
FISV
Fiserv Inc
FISV
+$264K
5
RGA icon
Reinsurance Group of America
RGA
+$236K

Top Sells

1
+$449K
2
+$389K
3
+$329K
4
BX icon
Blackstone
BX
+$265K
5
UNM icon
Unum
UNM
+$215K

Sector Composition

1 Technology 21.14%
2 Industrials 19.69%
3 Financials 12.05%
4 Consumer Staples 9.74%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.84%
25,759
-6,167
27
$1.61M 0.84%
27,404
+227
28
$1.59M 0.83%
112,361
+6,700
29
$1.57M 0.82%
27,055
+1,367
30
$1.54M 0.8%
110,743
+13,055
31
$1.52M 0.79%
74,554
+2,599
32
$1.52M 0.79%
37,791
-650
33
$1.45M 0.75%
12,445
-2,275
34
$1.44M 0.75%
19,112
+1
35
$1.34M 0.7%
6,985
36
$1.31M 0.68%
41,087
+600
37
$1.29M 0.67%
12,490
+30
38
$1.28M 0.67%
46,929
+7,010
39
$1.28M 0.66%
19,882
+878
40
$1.27M 0.66%
6,134
41
$1.27M 0.66%
7,565
42
$1.24M 0.65%
23,320
+128
43
$1.24M 0.64%
41,365
+3,295
44
$1.22M 0.63%
20,964
45
$1.22M 0.63%
3,531
46
$1.18M 0.61%
32,005
+2,546
47
$1.16M 0.6%
2,570
+6
48
$1.14M 0.59%
53,531
+3,750
49
$1.13M 0.59%
8,538
+1,014
50
$1.13M 0.59%
10,380
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