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
$148M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$302K
3
+$280K
4
HPE icon
Hewlett Packard
HPE
+$240K
5
PYPL icon
PayPal
PYPL
+$234K

Top Sells

1
+$6.89M
2
+$4.89M
3
+$2.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$950K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$924K

Sector Composition

1 Technology 25.13%
2 Industrials 20.35%
3 Consumer Staples 11.38%
4 Financials 10.41%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.5%
5,311
-50
52
$740K 0.5%
96,688
+6,525
53
$739K 0.5%
36,019
+2,242
54
$698K 0.47%
5,798
+173
55
$694K 0.47%
40,107
+7,795
56
$684K 0.46%
4,060
-100
57
$657K 0.44%
4,525
-50
58
$656K 0.44%
20,262
+515
59
$628K 0.42%
3,700
60
$584K 0.39%
27,500
-4,650
61
$563K 0.38%
9,575
-250
62
$560K 0.38%
6,637
-100
63
$541K 0.37%
1,000
64
$535K 0.36%
11,367
-105
65
$533K 0.36%
12,938
+925
66
$530K 0.36%
17,555
-2,993
67
$527K 0.36%
12,098
-100
68
$518K 0.35%
7,290
-41
69
$512K 0.35%
1,489
-244
70
$511K 0.34%
1,367
-400
71
$506K 0.34%
3,150
+100
72
$504K 0.34%
2,900
73
$499K 0.34%
10,395
+225
74
$492K 0.33%
4,489
-50
75
$485K 0.33%
12,126
-255
1 2
3
4 5