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
$206M
AUM Growth
-$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.87M
3
+$553K
4
GEV icon
GE Vernova
GEV
+$449K
5
ZTS icon
Zoetis
ZTS
+$350K

Top Sells

1
+$6M
2
+$377K
3
+$236K
4
IPG icon
Interpublic Group of Companies
IPG
+$224K
5
ENB icon
Enbridge
ENB
+$200K

Sector Composition

1 Industrials 19.5%
2 Technology 18.08%
3 Healthcare 12.06%
4 Financials 10.68%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.91%
46,965
-190
27
$1.87M 0.91%
+11,764
28
$1.8M 0.88%
7,082
-15
29
$1.73M 0.84%
3,713
-15
30
$1.7M 0.83%
14,302
+58
31
$1.67M 0.81%
36,636
-600
32
$1.66M 0.81%
11,194
-24
33
$1.63M 0.79%
14,138
-130
34
$1.61M 0.78%
25,554
-380
35
$1.56M 0.76%
8,577
+50
36
$1.54M 0.75%
12,415
-20
37
$1.53M 0.75%
13,391
-248
38
$1.51M 0.73%
2,579
39
$1.5M 0.73%
31,493
+105
40
$1.49M 0.73%
41,298
-1,983
41
$1.49M 0.72%
37,841
42
$1.47M 0.71%
8,482
+87
43
$1.46M 0.71%
4,425
-100
44
$1.45M 0.7%
6,100
45
$1.42M 0.69%
155,189
+950
46
$1.36M 0.66%
9,283
+382
47
$1.34M 0.65%
13,536
+197
48
$1.34M 0.65%
2,459
+328
49
$1.3M 0.63%
2,608
+23
50
$1.27M 0.62%
18,560
-571
1
2
3 4 5