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
$197M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$970K
3
+$914K
4
LLY icon
Eli Lilly
LLY
+$366K
5
HD icon
Home Depot
HD
+$346K

Top Sells

1
+$3.26M
2
+$1.49M
3
+$1M
4
DUK icon
Duke Energy
DUK
+$981K
5
BBWI icon
Bath & Body Works
BBWI
+$946K

Sector Composition

1 Industrials 20.67%
2 Technology 17.85%
3 Healthcare 11.4%
4 Financials 10.28%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.92%
18,211
+3,379
27
$1.81M 0.92%
3,990
+250
28
$1.78M 0.9%
157,139
+6,700
29
$1.77M 0.9%
52,885
-458
30
$1.77M 0.9%
9,600
+1,100
31
$1.7M 0.86%
7,178
+282
32
$1.69M 0.86%
14,562
+600
33
$1.68M 0.85%
2,545
-25
34
$1.64M 0.83%
32,288
+1,150
35
$1.64M 0.83%
12,504
-1,454
36
$1.61M 0.82%
11,330
+43
37
$1.6M 0.81%
14,360
+622
38
$1.6M 0.81%
6,100
39
$1.55M 0.79%
38,386
+1,200
40
$1.55M 0.78%
43,585
+434
41
$1.54M 0.78%
25,834
+20
42
$1.53M 0.77%
18,847
-29
43
$1.5M 0.76%
+106,475
44
$1.49M 0.75%
20,562
+865
45
$1.47M 0.74%
14,613
+81
46
$1.46M 0.74%
9,330
+19
47
$1.4M 0.71%
8,561
+110
48
$1.33M 0.67%
27,053
+2,301
49
$1.33M 0.67%
108,875
-2,636
50
$1.29M 0.65%
14,428
+975
1
2
3 4 5