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
$120M
AUM Growth
+$876K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$212K
3
+$206K
4
NOK icon
Nokia
NOK
+$195K
5
F icon
Ford
F
+$161K

Top Sells

1
+$721K
2
+$403K
3
+$273K
4
UNH icon
UnitedHealth
UNH
+$129K
5
HD icon
Home Depot
HD
+$85.4K

Sector Composition

1 Industrials 29.62%
2 Technology 15.27%
3 Consumer Staples 11.26%
4 Financials 10.05%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$523K 0.44%
18,915
-600
52
$519K 0.43%
3,300
53
$515K 0.43%
9,010
+830
54
$488K 0.41%
35,140
+440
55
$487K 0.41%
7,925
56
$487K 0.41%
12,900
57
$482K 0.4%
16,929
+5,175
58
$463K 0.39%
44,917
-2,825
59
$461K 0.38%
14,600
60
$449K 0.37%
15,282
-190
61
$446K 0.37%
18,967
+49
62
$444K 0.37%
6,815
63
$438K 0.36%
55,785
64
$425K 0.35%
2,700
65
$418K 0.35%
2,885
66
$414K 0.34%
39,500
67
$407K 0.34%
14,063
-71
68
$400K 0.33%
4,955
69
$400K 0.33%
36,200
+18,600
70
$396K 0.33%
83,538
71
$394K 0.33%
6,225
72
$390K 0.32%
5,650
-100
73
$387K 0.32%
7,480
-225
74
$384K 0.32%
3,700
75
$383K 0.32%
2,849
1 2
3
4 5