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
$150M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$397K
3
+$263K
4
BKI
Black Knight, Inc. Common Stock
BKI
+$208K
5
LUMN icon
Lumen
LUMN
+$137K

Top Sells

1
+$732K
2
+$484K
3
+$476K
4
AAPL icon
Apple
AAPL
+$323K
5
AMZN icon
Amazon
AMZN
+$221K

Sector Composition

1 Technology 27.36%
2 Industrials 20.52%
3 Consumer Staples 10.96%
4 Healthcare 9.43%
5 Consumer Discretionary 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$654K 0.44%
5,625
+591
52
$631K 0.42%
40,487
53
$606K 0.41%
9,825
-400
54
$604K 0.4%
52,407
+450
55
$600K 0.4%
3,700
56
$592K 0.4%
1,767
-253
57
$591K 0.4%
88,744
+7,975
58
$590K 0.39%
33,777
-550
59
$580K 0.39%
5,361
-100
60
$555K 0.37%
4,575
61
$552K 0.37%
32,150
-350
62
$547K 0.37%
17,619
+1,675
63
$543K 0.36%
20,895
+4,355
64
$533K 0.36%
1,733
-163
65
$513K 0.34%
2,020
-10
66
$511K 0.34%
3,459
67
$506K 0.34%
3,050
-8
68
$500K 0.33%
1,000
69
$497K 0.33%
49,224
+13,600
70
$494K 0.33%
4,539
71
$490K 0.33%
90,163
+16,975
72
$485K 0.32%
6,737
-150
73
$483K 0.32%
20,548
+1,150
74
$474K 0.32%
10,170
-675
75
$441K 0.29%
112,759
+8,125
1 2
3
4 5