IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$964K
3
+$834K
4
BX icon
Blackstone
BX
+$662K
5
LUMN icon
Lumen
LUMN
+$546K

Top Sells

1
+$211K
2
+$208K
3
+$203K
4
EFX icon
Equifax
EFX
+$197K
5
OXY icon
Occidental Petroleum
OXY
+$162K

Sector Composition

1 Technology 22.79%
2 Industrials 17.78%
3 Financials 11.86%
4 Consumer Staples 10.97%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$964K 0.56%
+4,665
52
$952K 0.55%
4,934
53
$929K 0.54%
38,169
+2,150
54
$914K 0.53%
18,390
55
$905K 0.52%
34,007
-6,100
56
$899K 0.52%
2,550
57
$890K 0.52%
6,572
+50
58
$868K 0.5%
18,977
-1,285
59
$853K 0.49%
14,100
60
$844K 0.49%
21,605
+4,050
61
$815K 0.47%
46,925
+26,000
62
$799K 0.46%
5,311
63
$749K 0.43%
4,525
64
$736K 0.43%
27,500
65
$722K 0.42%
12,938
66
$686K 0.4%
6,545
-92
67
$686K 0.4%
4,035
-25
68
$670K 0.39%
50,000
+30,000
69
$649K 0.38%
3,700
70
$648K 0.38%
12,448
+350
71
$645K 0.37%
12,176
+50
72
$621K 0.36%
1,567
+200
73
$613K 0.36%
1,684
+195
74
$593K 0.34%
9,675
+100
75
$590K 0.34%
11,525
+158
1 2
3
4 5