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
$157M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$219K
3
+$205K
4
ODP
ODP
ODP
+$172K
5
T icon
AT&T
T
+$151K

Top Sells

1
+$212K
2
+$90.6K
3
+$80.8K
4
AFL icon
Aflac
AFL
+$71.6K
5
DD icon
DuPont de Nemours
DD
+$42.6K

Sector Composition

1 Technology 23.8%
2 Industrials 20.67%
3 Financials 12.94%
4 Consumer Staples 10.6%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$781K 0.5%
17,517
+1,200
52
$777K 0.5%
49,101
-119
53
$777K 0.5%
15,413
54
$775K 0.49%
5,211
55
$735K 0.47%
2,550
56
$734K 0.47%
42,863
+2,975
57
$718K 0.46%
+14,695
58
$682K 0.43%
36,075
+7,715
59
$675K 0.43%
4,857
+539
60
$659K 0.42%
22,074
-1,427
61
$625K 0.4%
35,638
+9,830
62
$591K 0.38%
10,730
+117
63
$589K 0.38%
2,160
+9
64
$580K 0.37%
16,218
+250
65
$564K 0.36%
4,575
66
$556K 0.35%
3,297
67
$541K 0.34%
10,333
-1,367
68
$533K 0.34%
33,676
+8,597
69
$530K 0.34%
1,785
+45
70
$520K 0.33%
27,800
+5,100
71
$518K 0.33%
102,334
+2,000
72
$518K 0.33%
4,325
-675
73
$516K 0.33%
3,634
74
$515K 0.33%
13,048
+1,368
75
$510K 0.33%
9,552
+200
1 2
3
4 5