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
$111M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$898K
3
+$203K
4
F icon
Ford
F
+$94K
5
PG icon
Procter & Gamble
PG
+$73.4K

Top Sells

1
+$1.36M
2
+$1.09M
3
+$254K
4
WMB icon
Williams Companies
WMB
+$233K
5
LNC icon
Lincoln National
LNC
+$225K

Sector Composition

1 Industrials 27.41%
2 Technology 16.18%
3 Financials 10.83%
4 Consumer Staples 10.32%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.48%
8,137
52
$505K 0.45%
6,130
53
$503K 0.45%
55,785
54
$497K 0.45%
19,774
+125
55
$485K 0.44%
10,055
-449
56
$485K 0.44%
19,165
57
$466K 0.42%
18,918
58
$448K 0.4%
6,222
+1,020
59
$433K 0.39%
14,900
-600
60
$423K 0.38%
3,700
61
$419K 0.38%
16,326
62
$418K 0.38%
3,600
63
$418K 0.38%
14,134
-285
64
$411K 0.37%
84,038
-2,000
65
$393K 0.35%
2,833
+37
66
$392K 0.35%
5,100
67
$390K 0.35%
2,700
68
$388K 0.35%
16,713
69
$387K 0.35%
39,500
70
$369K 0.33%
30,861
71
$366K 0.33%
10,360
-1,000
72
$360K 0.32%
5,750
+350
73
$360K 0.32%
1,232
74
$356K 0.32%
4,955
75
$352K 0.32%
25,000
1 2
3
4 5