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
$135M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$272K
3
+$262K
4
LNC icon
Lincoln National
LNC
+$252K
5
VHT icon
Vanguard Health Care ETF
VHT
+$219K

Top Sells

1
+$203K
2
+$166K
3
+$139K
4
LEO
BNY Mellon Strategic Municipals
LEO
+$67.3K
5
ROL icon
Rollins
ROL
+$50.1K

Sector Composition

1 Industrials 27.68%
2 Technology 15.97%
3 Financials 12.04%
4 Consumer Staples 10.3%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.49%
10,470
+660
52
$655K 0.49%
5,458
+230
53
$650K 0.48%
7,950
54
$648K 0.48%
5,466
+174
55
$630K 0.47%
8,797
+745
56
$599K 0.44%
7,122
+375
57
$591K 0.44%
7,975
-100
58
$571K 0.42%
11,354
+290
59
$560K 0.42%
10,360
60
$559K 0.41%
+2,723
61
$552K 0.41%
13,431
62
$501K 0.37%
14,400
-200
63
$489K 0.36%
8,916
64
$471K 0.35%
2,969
65
$451K 0.33%
33,534
-2,952
66
$447K 0.33%
18,967
67
$446K 0.33%
5,882
+732
68
$441K 0.33%
18,532
+1,283
69
$438K 0.32%
16,050
+3,485
70
$437K 0.32%
9,288
+250
71
$432K 0.32%
2,700
72
$425K 0.31%
8,643
+1,188
73
$422K 0.31%
5,442
+434
74
$418K 0.31%
18,470
+1,230
75
$415K 0.31%
16,408
1 2
3
4 5