IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$9.74M
3
+$2.52M
4
HD icon
Home Depot
HD
+$2.46M
5
KO icon
Coca-Cola
KO
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.91%
2 Technology 15.7%
3 Financials 11.42%
4 Consumer Staples 8.51%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.52%
+16,364
52
$598K 0.52%
+111,274
53
$581K 0.5%
+6,130
54
$562K 0.49%
+7,900
55
$554K 0.48%
+5,320
56
$541K 0.47%
+103,038
57
$534K 0.46%
+5,172
58
$532K 0.46%
+5,640
59
$479K 0.41%
+297,500
60
$473K 0.41%
+15,500
61
$452K 0.39%
+18,918
62
$447K 0.39%
+11,360
63
$437K 0.38%
+2,848
64
$432K 0.37%
+44,750
65
$427K 0.37%
+3,700
66
$422K 0.37%
+13,900
67
$420K 0.36%
+4,612
68
$418K 0.36%
+1,232
69
$418K 0.36%
+5,005
70
$410K 0.35%
+5,160
71
$407K 0.35%
+5,059
72
$406K 0.35%
+27,700
73
$404K 0.35%
+5,750
74
$386K 0.33%
+48,500
75
$385K 0.33%
+7,830
1 2
3
4 5