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
$198M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$907K
3
+$645K
4
QCOM icon
Qualcomm
QCOM
+$265K
5
AMGN icon
Amgen
AMGN
+$232K

Top Sells

1
+$3.16M
2
+$1.78M
3
+$936K
4
VSCO icon
Victoria's Secret
VSCO
+$252K
5
VRT icon
Vertiv
VRT
+$241K

Sector Composition

1 Industrials 19.43%
2 Technology 18.35%
3 Financials 12.5%
4 Healthcare 12.11%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.01%
4,251
+73
27
$1.98M 1%
15,371
+1,143
28
$1.96M 0.99%
7,130
-225
29
$1.84M 0.93%
44,119
-1,245
30
$1.84M 0.93%
29,764
-1,046
31
$1.72M 0.87%
2,554
32
$1.64M 0.83%
18,297
-69
33
$1.62M 0.82%
3,634
-80
34
$1.61M 0.81%
13,543
-606
35
$1.53M 0.77%
10,923
+15
36
$1.51M 0.77%
6,100
37
$1.5M 0.76%
8,822
-55
38
$1.49M 0.76%
9,010
-150
39
$1.49M 0.75%
52,585
-758
40
$1.46M 0.74%
2,610
-16
41
$1.45M 0.73%
10,966
+2
42
$1.45M 0.73%
4,305
43
$1.35M 0.68%
13,700
-100
44
$1.35M 0.68%
18,781
-740
45
$1.34M 0.68%
12,799
-397
46
$1.31M 0.66%
2,552
+1
47
$1.25M 0.63%
25,245
48
$1.24M 0.63%
18,251
-75
49
$1.22M 0.62%
35,988
+565
50
$1.15M 0.58%
4,361
-150
1
2
3 4 5