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
$144M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$226K
3
+$218K
4
USB icon
US Bancorp
USB
+$209K
5
RTX icon
RTX Corp
RTX
+$206K

Top Sells

1
+$984K
2
+$95K
3
+$79.9K
4
DIS icon
Walt Disney
DIS
+$51.2K
5
HPQ icon
HP
HPQ
+$45.8K

Sector Composition

1 Industrials 21.64%
2 Technology 18.23%
3 Financials 13.84%
4 Consumer Staples 10.35%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$811K 0.57%
21,295
-1,100
52
$790K 0.55%
5,252
53
$788K 0.55%
19,915
54
$733K 0.51%
4,895
-300
55
$705K 0.49%
25,690
+1,168
56
$690K 0.48%
5,316
-20
57
$635K 0.44%
13,500
58
$622K 0.43%
2,329
59
$617K 0.43%
29,124
+150
60
$599K 0.42%
2,550
61
$589K 0.41%
12,860
62
$588K 0.41%
7,062
+50
63
$574K 0.4%
10,172
+80
64
$553K 0.39%
22,568
+588
65
$540K 0.38%
96,793
66
$532K 0.37%
32,965
67
$524K 0.37%
4,485
68
$520K 0.36%
11,182
+106
69
$519K 0.36%
3,591
70
$517K 0.36%
7,205
71
$516K 0.36%
4,535
72
$503K 0.35%
3,700
73
$496K 0.35%
3,297
74
$493K 0.34%
10,680
-200
75
$475K 0.33%
4,214
-200
1 2
3
4 5