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
$212M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$273K
3
+$267K
4
PFE icon
Pfizer
PFE
+$235K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$228K

Top Sells

1
+$3.73M
2
+$3.68M
3
+$3M
4
WRK
WestRock Company
WRK
+$437K
5
PM icon
Philip Morris
PM
+$355K

Sector Composition

1 Industrials 20.99%
2 Technology 18.96%
3 Healthcare 11.87%
4 Financials 11.28%
5 Consumer Staples 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.58%
15,740
-100
52
$1.2M 0.57%
6,922
53
$1.2M 0.56%
54,458
-1,107
54
$1.2M 0.56%
51,272
-423
55
$1.18M 0.56%
33,704
-5
56
$1.18M 0.56%
37,614
-3,684
57
$1.12M 0.53%
37,591
-250
58
$1.11M 0.52%
19,614
+59
59
$1.06M 0.5%
100,172
-1,235
60
$1.06M 0.5%
4,511
61
$1.03M 0.48%
23,075
-39
62
$987K 0.47%
7,237
+509
63
$959K 0.45%
40,864
64
$913K 0.43%
5,290
65
$840K 0.4%
18,707
-243
66
$826K 0.39%
4,850
67
$826K 0.39%
13,311
+2
68
$812K 0.38%
4,330
69
$792K 0.37%
9,808
70
$786K 0.37%
7,030
+1
71
$785K 0.37%
1,645
72
$776K 0.37%
8,839
+125
73
$775K 0.37%
15,581
-94
74
$754K 0.36%
32,153
+5,556
75
$729K 0.34%
4,477
1 2
3
4 5