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
$197M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$970K
3
+$914K
4
LLY icon
Eli Lilly
LLY
+$366K
5
HD icon
Home Depot
HD
+$346K

Top Sells

1
+$3.26M
2
+$1.49M
3
+$1M
4
DUK icon
Duke Energy
DUK
+$981K
5
BBWI icon
Bath & Body Works
BBWI
+$946K

Sector Composition

1 Industrials 20.67%
2 Technology 17.85%
3 Healthcare 11.4%
4 Financials 10.28%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.65%
34,690
-386
52
$1.19M 0.61%
2,579
-50
53
$1.14M 0.58%
2,430
+660
54
$1.13M 0.57%
2,583
+4
55
$1.1M 0.56%
4,525
56
$1.1M 0.56%
56,834
+3,962
57
$1.09M 0.55%
7,422
+800
58
$1.07M 0.54%
15,890
59
$1.06M 0.54%
21,699
-527
60
$1.05M 0.53%
28,446
+3,901
61
$947K 0.48%
11,253
+4
62
$914K 0.46%
4,780
-166
63
$914K 0.46%
+16,634
64
$878K 0.45%
11,124
+53
65
$876K 0.44%
4,611
+100
66
$862K 0.44%
51,510
+876
67
$839K 0.43%
19,714
+305
68
$824K 0.42%
4,106
-16,233
69
$817K 0.41%
5,192
+700
70
$790K 0.4%
1,511
+100
71
$741K 0.38%
19,738
+807
72
$692K 0.35%
4,827
+300
73
$684K 0.35%
1,665
74
$679K 0.34%
13,303
+3
75
$633K 0.32%
5,670
+210
1 2
3
4 5