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
$132M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$266K
3
+$228K
4
CSX icon
CSX Corp
CSX
+$215K
5
VTV icon
Vanguard Value ETF
VTV
+$200K

Top Sells

1
+$372K
2
+$310K
3
+$269K
4
BMY icon
Bristol-Myers Squibb
BMY
+$241K
5
GRBK icon
Green Brick Partners
GRBK
+$166K

Sector Composition

1 Industrials 30.53%
2 Technology 16.2%
3 Consumer Staples 10.39%
4 Financials 9.89%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$619K 0.47%
9,810
52
$617K 0.47%
19,454
+1,375
53
$606K 0.46%
6,747
+25
54
$546K 0.41%
3,275
-25
55
$543K 0.41%
54,965
-945
56
$525K 0.4%
14,600
57
$517K 0.39%
8,075
+150
58
$510K 0.39%
12,900
59
$504K 0.38%
35,340
60
$503K 0.38%
11,064
+370
61
$497K 0.38%
71,900
62
$486K 0.37%
18,967
63
$482K 0.37%
36,486
-7,571
64
$473K 0.36%
17,249
65
$465K 0.35%
10,360
66
$451K 0.34%
2,969
+84
67
$437K 0.33%
13,431
-632
68
$426K 0.32%
3,700
69
$420K 0.32%
26,106
+1,059
70
$413K 0.31%
+12,565
71
$412K 0.31%
2,700
72
$411K 0.31%
8,916
73
$401K 0.3%
5,008
+53
74
$400K 0.3%
81,788
-1,750
75
$398K 0.3%
6,225
1 2
3
4 5