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
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$597K
2
+$460K
3
+$389K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$244K
5
OXY icon
Occidental Petroleum
OXY
+$178K

Top Sells

1
+$3.22M
2
+$1.26M
3
+$636K
4
DE icon
Deere & Co
DE
+$571K
5
SO icon
Southern Company
SO
+$514K

Sector Composition

1 Technology 27.28%
2 Industrials 20.36%
3 Consumer Staples 11.37%
4 Healthcare 10.54%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.45%
5,149
+455
52
$543K 0.44%
5,461
+250
53
$514K 0.42%
1,994
+209
54
$506K 0.41%
6,987
55
$505K 0.41%
17,609
+1,525
56
$475K 0.39%
5,085
+760
57
$474K 0.39%
3,700
58
$472K 0.39%
12,418
-856
59
$463K 0.38%
51,657
+3,181
60
$460K 0.38%
34,625
+4,350
61
$452K 0.37%
3,534
62
$451K 0.37%
1,905
-255
63
$412K 0.34%
2,030
64
$399K 0.33%
4,350
-300
65
$394K 0.32%
12,781
-135
66
$392K 0.32%
2,900
67
$390K 0.32%
1,232
68
$387K 0.32%
80,119
-3,998
69
$385K 0.31%
10,170
70
$378K 0.31%
4,575
71
$376K 0.31%
1,000
72
$372K 0.3%
6,264
+277
73
$369K 0.3%
6,626
74
$358K 0.29%
4,539
75
$353K 0.29%
30,447
+15,380
1 2
3
4 5