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
$181M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.31M
3
+$1.91M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.71M
5
BGS icon
B&G Foods
BGS
+$602K

Top Sells

1
+$4.44M
2
+$4.19M
3
+$1.55M
4
DOW icon
Dow Inc
DOW
+$690K
5
AGM icon
Federal Agricultural Mortgage
AGM
+$408K

Sector Composition

1 Technology 17.39%
2 Industrials 17.01%
3 Healthcare 11.11%
4 Financials 10.6%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.63%
2,629
52
$1.09M 0.6%
13,453
-409
53
$1.05M 0.58%
15,890
54
$1.01M 0.56%
102,975
+61,214
55
$1.01M 0.56%
2,579
-98
56
$1M 0.55%
36,122
-79
57
$956K 0.53%
6,622
58
$946K 0.52%
28,134
-250
59
$914K 0.5%
6,105
-50
60
$901K 0.5%
4,525
61
$879K 0.49%
22,226
-656
62
$879K 0.49%
52,872
63
$875K 0.48%
24,752
+776
64
$800K 0.44%
11,249
+3,215
65
$763K 0.42%
11,071
+2,052
66
$756K 0.42%
4,946
-2,667
67
$753K 0.42%
1,770
+27
68
$750K 0.41%
50,634
-150
69
$731K 0.4%
4,511
70
$716K 0.39%
1,411
71
$704K 0.39%
19,409
+54
72
$692K 0.38%
4,492
+80
73
$667K 0.37%
39,150
74
$664K 0.37%
13,010
+9,715
75
$656K 0.36%
24,545
-403
1 2
3
4 5