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
$210M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$313K
3
+$298K
4
NWL icon
Newell Brands
NWL
+$278K
5
WBA
Walgreens Boots Alliance
WBA
+$267K

Top Sells

1
+$272K
2
+$269K
3
+$219K
4
USB icon
US Bancorp
USB
+$211K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$207K

Sector Composition

1 Industrials 20.81%
2 Technology 20.64%
3 Financials 11.23%
4 Healthcare 9.89%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.85%
25,434
-325
27
$1.62M 0.77%
12,549
+104
28
$1.6M 0.76%
27,304
-100
29
$1.59M 0.76%
111,968
+1,225
30
$1.58M 0.75%
20,612
+1,500
31
$1.57M 0.75%
26,720
-335
32
$1.55M 0.74%
4,371
+840
33
$1.55M 0.74%
39,441
+1,650
34
$1.5M 0.72%
6,100
-34
35
$1.49M 0.71%
20,467
-3,015
36
$1.47M 0.7%
13,074
+584
37
$1.46M 0.7%
2,570
38
$1.45M 0.69%
7,010
+25
39
$1.38M 0.66%
20,789
-175
40
$1.34M 0.64%
72,349
-2,205
41
$1.32M 0.63%
42,815
+1,450
42
$1.29M 0.62%
7,900
+335
43
$1.29M 0.61%
10,380
44
$1.27M 0.61%
41,087
45
$1.24M 0.59%
9,283
+745
46
$1.23M 0.59%
46,344
-585
47
$1.22M 0.58%
23,597
+277
48
$1.19M 0.57%
4,934
+90
49
$1.18M 0.56%
32,916
+911
50
$1.16M 0.55%
19,645
-237
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2
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