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
$181M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.31M
3
+$1.91M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.71M
5
BGS icon
B&G Foods
BGS
+$602K

Top Sells

1
+$4.44M
2
+$4.19M
3
+$1.55M
4
DOW icon
Dow Inc
DOW
+$690K
5
AGM icon
Federal Agricultural Mortgage
AGM
+$408K

Sector Composition

1 Technology 17.39%
2 Industrials 17.01%
3 Healthcare 11.11%
4 Financials 10.6%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.93%
31,138
+465
27
$1.67M 0.92%
14,532
-42
28
$1.66M 0.92%
26,730
-100
29
$1.63M 0.9%
8,653
-503
30
$1.63M 0.9%
13,962
+300
31
$1.63M 0.9%
43,151
-204
32
$1.62M 0.89%
25,814
-3,000
33
$1.54M 0.85%
37,186
+200
34
$1.53M 0.84%
3,740
-11
35
$1.49M 0.82%
117,057
+1,101
36
$1.49M 0.82%
13,958
-294
37
$1.46M 0.81%
2,570
38
$1.46M 0.8%
6,896
+398
39
$1.43M 0.79%
53,343
40
$1.43M 0.79%
9,311
-450
41
$1.4M 0.77%
6,100
42
$1.4M 0.77%
13,738
+193
43
$1.39M 0.76%
18,876
-801
44
$1.38M 0.76%
111,511
-3,779
45
$1.35M 0.74%
19,697
-102
46
$1.29M 0.71%
14,832
47
$1.26M 0.7%
8,500
-50
48
$1.2M 0.66%
11,287
-145
49
$1.19M 0.66%
8,451
+730
50
$1.16M 0.64%
35,076
+200
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2
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