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

Top Buys

1 +$7.68M
2 +$2.91M
3 +$818K
4
OXY icon
Occidental Petroleum
OXY
+$570K
5
WES icon
Western Midstream Partners
WES
+$360K

Sector Composition

1 Technology 15.47%
2 Industrials 15%
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
601
-125
602
$0 ﹤0.01%
9
603
$0 ﹤0.01%
1
604
$0 ﹤0.01%
7
+3