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
$213M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$830K
3
+$401K
4
DVN icon
Devon Energy
DVN
+$374K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$345K

Top Sells

1
+$599K
2
+$482K
3
+$479K
4
EFX icon
Equifax
EFX
+$468K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$457K

Sector Composition

1 Industrials 20.05%
2 Technology 16.74%
3 Healthcare 11.5%
4 Financials 10.57%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.64%
4,525
52
$1.34M 0.63%
19,162
-1,400
53
$1.29M 0.61%
34,891
+201
54
$1.24M 0.58%
2,585
+2
55
$1.17M 0.55%
26,564
-489
56
$1.16M 0.55%
20,047
-1,652
57
$1.12M 0.53%
6,922
-500
58
$1.11M 0.52%
2,131
-299
59
$1.1M 0.52%
11,274
+21
60
$1.1M 0.52%
52,195
-4,639
61
$1.08M 0.51%
15,890
62
$1.04M 0.49%
4,511
-100
63
$965K 0.45%
54,839
+3,329
64
$926K 0.44%
23,114
-5,332
65
$896K 0.42%
4,550
-230
66
$891K 0.42%
5,997
+805
67
$848K 0.4%
10,628
-496
68
$830K 0.39%
+40,864
69
$780K 0.37%
18,594
-1,144
70
$764K 0.36%
1,645
-20
71
$752K 0.35%
5,670
72
$737K 0.35%
15,719
-3,995
73
$717K 0.34%
12,374
-4,260
74
$706K 0.33%
13,305
+2
75
$705K 0.33%
14,046
+7,459
1 2
3
4 5