IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $242M
1-Year Est. Return 23.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$207K
3
+$200K
4
K
Kellanova
K
+$195K
5
AMZN icon
Amazon
AMZN
+$193K

Top Sells

1
+$1.19M
2
+$639K
3
+$209K
4
BX icon
Blackstone
BX
+$192K
5
JNJ icon
Johnson & Johnson
JNJ
+$146K

Sector Composition

1 Technology 25.92%
2 Industrials 22.75%
3 Consumer Staples 10.79%
4 Healthcare 9.7%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$623K 0.43%
5,461
52
$615K 0.43%
6,887
-100
53
$603K 0.42%
3,700
54
$581K 0.4%
5,034
-115
55
$578K 0.4%
51,957
+300
56
$571K 0.4%
5,135
+50
57
$565K 0.39%
30,847
+400
58
$549K 0.38%
16,540
+1,010
59
$543K 0.38%
15,944
+356
60
$543K 0.38%
12,153
-265
61
$537K 0.37%
1,896
-9
62
$531K 0.37%
12,631
-150
63
$516K 0.36%
32,500
-2,125
64
$497K 0.35%
19,398
+1,789
65
$495K 0.34%
73,188
+17,850
66
$491K 0.34%
80,769
+650
67
$489K 0.34%
3,459
-75
68
$479K 0.33%
2,030
69
$465K 0.32%
23,600
-250
70
$460K 0.32%
104,634
-450
71
$455K 0.32%
10,000
72
$445K 0.31%
2,900
73
$433K 0.3%
10,845
+675
74
$423K 0.29%
6,504
+240
75
$422K 0.29%
4,350
1 2
3
4 5