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
$145M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$200K
3
+$96K
4
BMY icon
Bristol-Myers Squibb
BMY
+$62.6K
5
GILD icon
Gilead Sciences
GILD
+$53.1K

Top Sells

1
+$266K
2
+$248K
3
+$205K
4
XRX icon
Xerox
XRX
+$165K
5
AMD icon
Advanced Micro Devices
AMD
+$161K

Sector Composition

1 Industrials 28.53%
2 Technology 15.92%
3 Financials 12.13%
4 Consumer Staples 10.43%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.46%
7,875
-100
52
$656K 0.45%
19,240
+700
53
$647K 0.45%
12,410
-100
54
$646K 0.44%
23,067
-900
55
$635K 0.44%
7,287
+100
56
$629K 0.43%
102,153
+3,327
57
$625K 0.43%
11,666
58
$612K 0.42%
7,800
-150
59
$590K 0.41%
16,580
+1,100
60
$590K 0.41%
18,967
61
$588K 0.4%
13,293
-107
62
$559K 0.38%
14,400
63
$555K 0.38%
16,645
+6,795
64
$540K 0.37%
2,430
-293
65
$517K 0.36%
35,815
+200
66
$515K 0.35%
9,847
+74
67
$512K 0.35%
8,916
68
$510K 0.35%
28,161
-450
69
$485K 0.33%
2,950
70
$481K 0.33%
20,141
+200
71
$473K 0.33%
2,550
72
$465K 0.32%
3,700
73
$463K 0.32%
12,872
74
$455K 0.31%
5,442
75
$449K 0.31%
9,878
+250
1 2
3
4 5