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
$122M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$121K
3
+$98.8K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$97K
5
BX icon
Blackstone
BX
+$92.4K

Top Sells

1
+$285K
2
+$257K
3
+$256K
4
SCG
Scana
SCG
+$241K
5
USB icon
US Bancorp
USB
+$209K

Sector Composition

1 Technology 19.84%
2 Industrials 18.88%
3 Financials 13.47%
4 Consumer Staples 11.04%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$715K 0.58%
93,487
+2,451
52
$714K 0.58%
15,501
-150
53
$668K 0.55%
12,385
+225
54
$640K 0.52%
6,962
-100
55
$636K 0.52%
5,313
-3
56
$634K 0.52%
47,420
-166
57
$615K 0.5%
13,500
58
$561K 0.46%
15,476
-584
59
$556K 0.45%
95,453
-1,340
60
$519K 0.42%
2,550
61
$515K 0.42%
2,243
-86
62
$507K 0.41%
16,583
-1,450
63
$492K 0.4%
3,297
64
$477K 0.39%
22,976
+408
65
$459K 0.38%
11,632
+1,460
66
$453K 0.37%
32,465
-500
67
$448K 0.37%
4,119
+528
68
$447K 0.37%
4,585
+100
69
$443K 0.36%
5,675
+1,243
70
$441K 0.36%
29,124
71
$435K 0.36%
11,393
+211
72
$432K 0.35%
13,518
+658
73
$417K 0.34%
4,575
-50
74
$414K 0.34%
3,634
75
$414K 0.34%
1,658
+127
1 2
3
4 5