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
$210M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$313K
3
+$298K
4
NWL icon
Newell Brands
NWL
+$278K
5
WBA
Walgreens Boots Alliance
WBA
+$267K

Top Sells

1
+$272K
2
+$269K
3
+$219K
4
USB icon
US Bancorp
USB
+$211K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$207K

Sector Composition

1 Industrials 20.81%
2 Technology 20.64%
3 Financials 11.23%
4 Healthcare 9.89%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.55%
52,881
-650
52
$1.1M 0.52%
22,957
+1
53
$1.07M 0.51%
6,522
54
$1.06M 0.51%
18,290
-100
55
$1.05M 0.5%
14,611
+35
56
$1.03M 0.49%
21,437
-409
57
$1.02M 0.49%
19,660
-270
58
$977K 0.47%
44,737
+12,737
59
$976K 0.46%
156,842
60
$976K 0.46%
33,657
-350
61
$940K 0.45%
9,109
+326
62
$928K 0.44%
7,904
+195
63
$917K 0.44%
7,644
+1,095
64
$914K 0.44%
4,525
65
$897K 0.43%
14,661
+43
66
$869K 0.41%
4,052
-25
67
$862K 0.41%
107,500
-5,000
68
$845K 0.4%
4,844
-90
69
$832K 0.4%
66,324
+3,775
70
$824K 0.39%
16,416
+2,810
71
$796K 0.38%
19,078
-923
72
$784K 0.37%
5,011
-50
73
$784K 0.37%
2,944
+600
74
$777K 0.37%
1,635
+42
75
$735K 0.35%
1,684
1 2
3
4 5