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
$192M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$471K
3
+$288K
4
FISV
Fiserv Inc
FISV
+$264K
5
RGA icon
Reinsurance Group of America
RGA
+$236K

Top Sells

1
+$449K
2
+$389K
3
+$329K
4
BX icon
Blackstone
BX
+$265K
5
UNM icon
Unum
UNM
+$215K

Sector Composition

1 Technology 21.14%
2 Industrials 19.69%
3 Financials 12.05%
4 Consumer Staples 9.74%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.57%
18,390
52
$1.08M 0.56%
4,844
+49
53
$1.08M 0.56%
19,930
+1,875
54
$1.03M 0.53%
6,549
+5,594
55
$1.01M 0.53%
21,846
-1,299
56
$1.01M 0.52%
22,956
+3,404
57
$1.01M 0.52%
34,007
58
$988K 0.51%
14,576
+2,500
59
$912K 0.47%
6,522
60
$864K 0.45%
112,500
-5,000
61
$860K 0.45%
14,618
+757
62
$855K 0.44%
156,842
+18,500
63
$817K 0.42%
4,934
64
$782K 0.41%
7,709
+943
65
$781K 0.41%
4,525
66
$775K 0.4%
62,549
+8,675
67
$769K 0.4%
5,061
-250
68
$748K 0.39%
3,700
69
$745K 0.39%
8,783
+1,121
70
$742K 0.39%
4,077
+16
71
$708K 0.37%
32,000
+3,300
72
$705K 0.37%
41,175
-750
73
$689K 0.36%
70,275
+7,500
74
$684K 0.36%
1,593
+18
75
$666K 0.35%
9,492
+1,427
1 2
3
4 5