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
$135M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$685K
2
+$356K
3
+$295K
4
GD icon
General Dynamics
GD
+$276K
5
SCG
Scana
SCG
+$208K

Top Sells

1
+$2.42M
2
+$2.07M
3
+$234K
4
BA icon
Boeing
BA
+$72.1K
5
GE icon
GE Aerospace
GE
+$68.4K

Sector Composition

1 Industrials 21.72%
2 Technology 15.87%
3 Financials 14.44%
4 Consumer Staples 10.55%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$712K 0.53%
22,295
+2,800
52
$700K 0.52%
20,015
53
$699K 0.52%
5,252
54
$692K 0.51%
12,160
55
$685K 0.51%
+5,045
56
$657K 0.49%
8,916
57
$653K 0.48%
13,074
58
$606K 0.45%
13,850
59
$564K 0.42%
2,329
-101
60
$556K 0.41%
7,012
+100
61
$530K 0.39%
10,478
+106
62
$527K 0.39%
52,400
63
$527K 0.39%
96,293
64
$519K 0.38%
19,533
-950
65
$519K 0.38%
3,539
+382
66
$512K 0.38%
3,297
67
$491K 0.36%
9,438
-200
68
$485K 0.36%
32,965
-1,500
69
$480K 0.36%
2,550
70
$456K 0.34%
9,710
71
$455K 0.34%
19,190
+1,400
72
$446K 0.33%
4,700
73
$445K 0.33%
3,700
74
$439K 0.32%
2,050
75
$433K 0.32%
4,514
-34
1 2
3
4 5