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
$187M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$325K
3
+$317K
4
TSN icon
Tyson Foods
TSN
+$249K
5
TFC icon
Truist Financial
TFC
+$211K

Top Sells

1
+$2.5M
2
+$804K
3
+$383K
4
MCD icon
McDonald's
MCD
+$354K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$349K

Sector Composition

1 Industrials 17.87%
2 Technology 17.86%
3 Healthcare 11.26%
4 Financials 10.44%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.59%
15,890
-2,000
52
$1.04M 0.56%
28,459
-600
53
$1.01M 0.54%
7,613
-100
54
$1.01M 0.54%
48,650
+7,063
55
$1.01M 0.54%
52,383
-1,647
56
$1.01M 0.54%
7,691
-276
57
$1.01M 0.54%
2,677
-42
58
$1.01M 0.54%
115,030
-1,500
59
$992K 0.53%
6,672
-250
60
$981K 0.52%
52,872
61
$936K 0.5%
2,629
62
$863K 0.46%
4,447
-50
63
$843K 0.45%
22,555
-98
64
$833K 0.44%
4,525
65
$830K 0.44%
6,155
-200
66
$818K 0.44%
9,575
67
$792K 0.42%
19,350
-446
68
$773K 0.41%
4,511
69
$767K 0.41%
7,833
-49
70
$766K 0.41%
156,024
71
$745K 0.4%
22,810
-395
72
$744K 0.4%
13,580
+25
73
$739K 0.39%
23,972
+326
74
$723K 0.39%
4,567
-50
75
$721K 0.39%
18,543
-1,548
1 2
3
4 5