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
$205M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$260K
3
+$252K
4
AVDL
Avadel Pharmaceuticals
AVDL
+$223K
5
PFE icon
Pfizer
PFE
+$221K

Top Sells

1
+$398K
2
+$340K
3
+$296K
4
ALB icon
Albemarle
ALB
+$230K
5
GEHC icon
GE HealthCare
GEHC
+$214K

Sector Composition

1 Technology 20.29%
2 Industrials 19.53%
3 Financials 12.44%
4 Healthcare 10.86%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.93%
15,934
27
$1.9M 0.93%
36,311
-300
28
$1.88M 0.92%
10,908
-462
29
$1.83M 0.89%
18,366
-197
30
$1.83M 0.89%
8,307
-47
31
$1.82M 0.89%
30,810
-287
32
$1.82M 0.89%
14,228
-195
33
$1.8M 0.88%
3,714
34
$1.78M 0.87%
160,714
+1,625
35
$1.71M 0.83%
18,467
+3
36
$1.59M 0.78%
4,305
-120
37
$1.57M 0.77%
8,877
+300
38
$1.55M 0.75%
6,100
39
$1.54M 0.75%
2,626
-22
40
$1.54M 0.75%
13,800
-325
41
$1.52M 0.74%
14,149
+6
42
$1.52M 0.74%
11,251
-19
43
$1.46M 0.71%
2,554
44
$1.37M 0.67%
2,551
+4
45
$1.37M 0.67%
19,521
-93
46
$1.32M 0.65%
9,160
47
$1.31M 0.64%
13,196
-147
48
$1.27M 0.62%
10,964
-220
49
$1.26M 0.62%
120,275
+21,200
50
$1.25M 0.61%
25,245
-178
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