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
$117M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$246K
3
+$226K
4
F icon
Ford
F
+$115K
5
AAPL icon
Apple
AAPL
+$88.4K

Top Sells

1
+$3.48M
2
+$1.36M
3
+$221K
4
DD icon
DuPont de Nemours
DD
+$164K
5
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$146K

Sector Composition

1 Industrials 28.31%
2 Technology 15.31%
3 Financials 11.37%
4 Consumer Staples 8.69%
5 Energy 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$578K 0.5%
55,785
+1,000
52
$577K 0.49%
19,649
+150
53
$564K 0.48%
5,425
+105
54
$563K 0.48%
6,130
55
$556K 0.48%
5,192
+20
56
$499K 0.43%
3,700
57
$498K 0.43%
1,232
58
$489K 0.42%
11,360
59
$486K 0.42%
18,918
60
$482K 0.41%
15,500
61
$458K 0.39%
16,326
+190
62
$448K 0.38%
16,713
63
$444K 0.38%
14,419
+200
64
$439K 0.38%
3,600
65
$439K 0.38%
86,038
-16,000
66
$435K 0.37%
2,796
67
$424K 0.36%
13,520
+2,820
68
$411K 0.35%
5,100
-50
69
$407K 0.35%
5,202
+640
70
$404K 0.35%
13,900
71
$393K 0.34%
5,059
72
$391K 0.34%
30,861
-2,250
73
$380K 0.33%
39,500
-4,500
74
$365K 0.31%
2,700
75
$364K 0.31%
5,400
+800
1 2
3
4 5