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
$119M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$217K
3
+$216K
4
GPT
Gramercy Property Trust
GPT
+$183K
5
ABBV icon
AbbVie
ABBV
+$167K

Top Sells

1
+$515K
2
+$397K
3
+$228K
4
LUMN icon
Lumen
LUMN
+$71.7K
5
PSX icon
Phillips 66
PSX
+$64.4K

Sector Composition

1 Industrials 29.41%
2 Technology 14.63%
3 Financials 10.8%
4 Consumer Staples 10.42%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$551K 0.46%
7,925
52
$536K 0.45%
55,785
53
$506K 0.42%
6,372
+150
54
$485K 0.41%
8,180
+2,810
55
$470K 0.39%
3,700
56
$466K 0.39%
19,515
+350
57
$458K 0.38%
14,134
58
$455K 0.38%
18,918
59
$437K 0.37%
14,600
-300
60
$436K 0.37%
2,700
61
$435K 0.36%
6,815
-8,063
62
$433K 0.36%
15,472
-854
63
$426K 0.36%
16,924
-2,850
64
$424K 0.36%
3,600
65
$422K 0.35%
+47,742
66
$414K 0.35%
83,538
-500
67
$407K 0.34%
12,900
68
$402K 0.34%
39,500
69
$391K 0.33%
5,535
70
$384K 0.32%
5,750
71
$381K 0.32%
34,700
+3,200
72
$380K 0.32%
2,885
+52
73
$377K 0.32%
1,232
74
$365K 0.31%
15,408
-1,305
75
$363K 0.3%
2,849
+40
1 2
3
4 5