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
$186M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$315K
3
+$292K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K

Top Sells

1
+$418K
2
+$416K
3
+$376K
4
EFX icon
Equifax
EFX
+$240K
5
CMI icon
Cummins
CMI
+$208K

Sector Composition

1 Technology 20.45%
2 Industrials 19.83%
3 Financials 11.79%
4 Consumer Staples 10.36%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.57%
7,524
-575
52
$1.05M 0.56%
23,145
+1,540
53
$1.03M 0.55%
10,380
54
$1.01M 0.55%
2,564
+14
55
$1.01M 0.54%
18,055
-150
56
$1M 0.54%
49,781
57
$888K 0.48%
4,934
58
$880K 0.47%
6,522
-50
59
$874K 0.47%
13,861
+923
60
$858K 0.46%
19,552
+575
61
$845K 0.45%
4,061
+26
62
$833K 0.45%
4,525
63
$795K 0.43%
5,311
64
$788K 0.42%
28,700
+1,200
65
$786K 0.42%
14,100
66
$783K 0.42%
41,925
-5,000
67
$746K 0.4%
3,700
68
$736K 0.4%
138,342
+20,000
69
$735K 0.4%
12,076
-100
70
$732K 0.39%
53,874
+12,950
71
$709K 0.38%
6,766
+221
72
$674K 0.36%
1,575
+8
73
$663K 0.36%
11,420
-105
74
$663K 0.36%
1,684
75
$661K 0.36%
17,800
+2,100
1 2
3
4 5