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
$128M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$429K
2
+$407K
3
+$304K
4
SE
Spectra Energy Corp Wi
SE
+$210K
5
MPC icon
Marathon Petroleum
MPC
+$200K

Top Sells

1
+$444K
2
+$392K
3
+$368K
4
WRK
WestRock Company
WRK
+$229K
5
BX icon
Blackstone
BX
+$205K

Sector Composition

1 Industrials 30.15%
2 Technology 15.87%
3 Consumer Staples 11.17%
4 Financials 9.54%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.44%
5,312
-230
52
$569K 0.44%
6,722
+200
53
$527K 0.41%
14,600
54
$519K 0.4%
18,079
+1,150
55
$500K 0.39%
17,249
+125
56
$500K 0.39%
23,875
+825
57
$494K 0.38%
18,967
58
$493K 0.38%
35,340
+200
59
$482K 0.38%
7,925
60
$476K 0.37%
55,910
+125
61
$469K 0.37%
10,360
62
$468K 0.36%
44,057
-860
63
$449K 0.35%
12,900
64
$444K 0.35%
6,225
65
$429K 0.33%
+10,694
66
$427K 0.33%
39,500
67
$425K 0.33%
4,955
68
$424K 0.33%
2,700
69
$419K 0.33%
2,885
70
$408K 0.32%
14,063
71
$407K 0.32%
+25,047
72
$401K 0.31%
7,480
73
$393K 0.31%
83,538
74
$392K 0.31%
2,849
75
$389K 0.3%
5,450
-200
1 2
3
4 5