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
$187M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$325K
3
+$317K
4
TSN icon
Tyson Foods
TSN
+$249K
5
TFC icon
Truist Financial
TFC
+$211K

Top Sells

1
+$2.5M
2
+$804K
3
+$383K
4
MCD icon
McDonald's
MCD
+$354K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$349K

Sector Composition

1 Industrials 17.87%
2 Technology 17.86%
3 Healthcare 11.26%
4 Financials 10.44%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.96%
28,864
-1,100
27
$1.73M 0.92%
38,441
28
$1.7M 0.91%
44,830
-1,840
29
$1.68M 0.9%
37,586
-2,600
30
$1.66M 0.89%
26,195
-500
31
$1.63M 0.87%
19,676
-250
32
$1.62M 0.86%
30,903
-1,730
33
$1.61M 0.86%
14,723
-500
34
$1.52M 0.81%
52,993
-200
35
$1.5M 0.8%
118,919
-36
36
$1.49M 0.79%
6,100
37
$1.48M 0.79%
9,536
-253
38
$1.42M 0.76%
14,134
-296
39
$1.41M 0.75%
8,550
+115
40
$1.4M 0.75%
13,228
+38
41
$1.38M 0.74%
19,842
-536
42
$1.38M 0.74%
35,765
-850
43
$1.36M 0.72%
13,673
-500
44
$1.31M 0.7%
6,410
-387
45
$1.28M 0.68%
2,570
46
$1.23M 0.66%
14,041
+266
47
$1.2M 0.64%
130,806
-7,500
48
$1.19M 0.64%
7,320
+150
49
$1.14M 0.61%
33,474
+6,175
50
$1.12M 0.6%
14,691
-4,129
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