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
$143M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$223K
3
+$212K
4
AAPL icon
Apple
AAPL
+$166K
5
T icon
AT&T
T
+$136K

Top Sells

1
+$863K
2
+$507K
3
+$176K
4
BA icon
Boeing
BA
+$156K
5
AFL icon
Aflac
AFL
+$90K

Sector Composition

1 Technology 23.1%
2 Industrials 19.87%
3 Financials 12.79%
4 Consumer Staples 10.5%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$749K 0.52%
15,503
+2
52
$745K 0.52%
14,971
-505
53
$724K 0.51%
6,962
54
$719K 0.5%
15,132
+3,500
55
$718K 0.5%
5,238
-75
56
$687K 0.48%
48,520
+1,100
57
$632K 0.44%
25,860
+100
58
$617K 0.43%
2,550
59
$588K 0.41%
17,994
+1,245
60
$585K 0.41%
11,700
-1,800
61
$582K 0.41%
2,243
62
$561K 0.39%
4,156
+37
63
$552K 0.39%
96,586
+1,133
64
$544K 0.38%
10,505
+175
65
$540K 0.38%
4,835
+250
66
$527K 0.37%
3,297
67
$526K 0.37%
23,595
+619
68
$503K 0.35%
11,472
+79
69
$495K 0.35%
1,752
+94
70
$494K 0.35%
4,575
71
$489K 0.34%
14,218
+700
72
$481K 0.34%
11,680
+550
73
$475K 0.33%
3,700
74
$469K 0.33%
5,475
-200
75
$467K 0.33%
31,965
-500
1 2
3
4 5