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
$213M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$830K
3
+$401K
4
DVN icon
Devon Energy
DVN
+$374K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$345K

Top Sells

1
+$599K
2
+$482K
3
+$479K
4
EFX icon
Equifax
EFX
+$468K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$457K

Sector Composition

1 Industrials 20.05%
2 Technology 16.74%
3 Healthcare 11.5%
4 Financials 10.57%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.93%
71,515
+6,625
27
$1.94M 0.91%
8,528
-1,072
28
$1.93M 0.91%
7,423
+245
29
$1.86M 0.88%
2,545
30
$1.79M 0.84%
47,155
-5,730
31
$1.77M 0.83%
154,239
-2,900
32
$1.74M 0.82%
13,639
-923
33
$1.73M 0.81%
18,859
-500
34
$1.72M 0.81%
14,244
-116
35
$1.7M 0.8%
3,728
-262
36
$1.69M 0.79%
25,934
+100
37
$1.66M 0.78%
14,268
-345
38
$1.65M 0.77%
8,527
-646
39
$1.64M 0.77%
6,100
40
$1.63M 0.77%
12,435
-69
41
$1.63M 0.77%
13,339
-1,089
42
$1.63M 0.77%
43,281
-304
43
$1.62M 0.76%
37,236
-1,150
44
$1.6M 0.75%
8,395
-166
45
$1.57M 0.74%
31,388
-900
46
$1.48M 0.69%
87,375
-19,100
47
$1.41M 0.66%
106,318
-2,557
48
$1.41M 0.66%
8,901
-429
49
$1.4M 0.66%
19,131
+284
50
$1.38M 0.65%
2,579
1
2
3 4 5