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
$194M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.63M
3
+$765K
4
OXY icon
Occidental Petroleum
OXY
+$547K
5
WES icon
Western Midstream Partners
WES
+$339K

Top Sells

1
+$2.75M
2
+$448K
3
+$395K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$385K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$150K

Sector Composition

1 Technology 15.47%
2 Industrials 14.98%
3 Healthcare 10.69%
4 Financials 10.24%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
45
477
$4K ﹤0.01%
275
478
$4K ﹤0.01%
1,000
479
$4K ﹤0.01%
150
480
$4K ﹤0.01%
44
481
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47
482
$4K ﹤0.01%
60
483
$4K ﹤0.01%
27
484
$4K ﹤0.01%
1,270
485
$4K ﹤0.01%
202
486
$4K ﹤0.01%
25
487
$4K ﹤0.01%
30,000
+10,000
488
$3K ﹤0.01%
12
489
$3K ﹤0.01%
500
490
$3K ﹤0.01%
5
491
$3K ﹤0.01%
1,000
492
$3K ﹤0.01%
638
493
$3K ﹤0.01%
200
494
$3K ﹤0.01%
26
495
$3K ﹤0.01%
16
496
$3K ﹤0.01%
20
497
$3K ﹤0.01%
1,349
+1,000
498
$3K ﹤0.01%
50
499
$3K ﹤0.01%
200
500
$3K ﹤0.01%
250
18 19
20
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