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
$212M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$273K
3
+$267K
4
PFE icon
Pfizer
PFE
+$235K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$228K

Top Sells

1
+$3.73M
2
+$3.68M
3
+$3M
4
WRK
WestRock Company
WRK
+$437K
5
PM icon
Philip Morris
PM
+$355K

Sector Composition

1 Industrials 20.99%
2 Technology 18.96%
3 Healthcare 11.87%
4 Financials 11.28%
5 Consumer Staples 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.98%
7,334
-13
27
$1.93M 0.91%
15,934
-2,925
28
$1.87M 0.88%
36,611
-25
29
$1.86M 0.88%
46,910
-55
30
$1.85M 0.87%
14,423
+121
31
$1.85M 0.87%
8,354
-128
32
$1.78M 0.84%
159,089
+3,900
33
$1.76M 0.83%
11,270
+76
34
$1.74M 0.82%
11,370
-1,045
35
$1.72M 0.81%
4,425
36
$1.66M 0.78%
14,143
+5
37
$1.65M 0.78%
31,097
-396
38
$1.6M 0.75%
6,100
39
$1.55M 0.73%
18,464
-96
40
$1.52M 0.72%
2,648
+189
41
$1.48M 0.7%
9,160
-123
42
$1.4M 0.66%
13,343
-48
43
$1.4M 0.66%
18,936
-126
44
$1.36M 0.64%
14,125
+589
45
$1.36M 0.64%
11,184
+5
46
$1.34M 0.63%
2,547
-61
47
$1.31M 0.62%
25,423
-131
48
$1.3M 0.61%
8,577
49
$1.3M 0.61%
99,075
+9,600
50
$1.26M 0.6%
2,554
-25
1
2
3 4 5