IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $244M
1-Year Est. Return 27.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$469K
3
+$411K
4
PRMB
Primo Brands
PRMB
+$392K
5
DBI icon
Designer Brands
DBI
+$381K

Top Sells

1
+$438K
2
+$293K
3
+$262K
4
AMGN icon
Amgen
AMGN
+$207K
5
SHOP icon
Shopify
SHOP
+$140K

Sector Composition

1 Technology 20.84%
2 Industrials 19.36%
3 Financials 13.41%
4 Healthcare 10.94%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.97%
16,095
+35
27
$2.22M 0.94%
3,325
+265
28
$2.19M 0.93%
2,370
29
$2.05M 0.87%
2,656
+168
30
$2.05M 0.87%
11,983
+287
31
$2.04M 0.87%
6,722
+1
32
$2.02M 0.86%
132,175
-900
33
$2.01M 0.86%
18,127
+3
34
$2.01M 0.86%
29,388
-247
35
$1.98M 0.84%
27,195
-245
36
$1.93M 0.82%
11,511
+152
37
$1.9M 0.81%
8,786
-132
38
$1.81M 0.77%
3,630
+5
39
$1.81M 0.77%
4,289
40
$1.74M 0.74%
5,270
41
$1.72M 0.73%
+37,582
42
$1.7M 0.72%
9,146
+20
43
$1.64M 0.7%
47,696
+2,016
44
$1.59M 0.68%
6,100
45
$1.54M 0.66%
13,684
+98
46
$1.54M 0.65%
54,466
+7
47
$1.54M 0.65%
2,511
-46
48
$1.53M 0.65%
18,170
+379
49
$1.51M 0.64%
13,217
+67
50
$1.49M 0.63%
17,727
-1,077
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