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
$205M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$260K
3
+$252K
4
AVDL
Avadel Pharmaceuticals
AVDL
+$223K
5
PFE icon
Pfizer
PFE
+$221K

Top Sells

1
+$398K
2
+$340K
3
+$296K
4
ALB icon
Albemarle
ALB
+$230K
5
GEHC icon
GE HealthCare
GEHC
+$214K

Sector Composition

1 Technology 20.29%
2 Industrials 19.53%
3 Financials 12.44%
4 Healthcare 10.86%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.6%
5,290
52
$1.21M 0.59%
53,343
-1,115
53
$1.2M 0.59%
23,476
+401
54
$1.2M 0.59%
51,072
-200
55
$1.14M 0.56%
6,822
-100
56
$1.09M 0.53%
18,326
-610
57
$1.09M 0.53%
4,511
58
$1.05M 0.51%
35,423
-2,191
59
$1.03M 0.5%
33,664
-40
60
$1.01M 0.49%
15,340
-400
61
$936K 0.46%
36,623
-4,241
62
$932K 0.45%
7,387
+150
63
$925K 0.45%
93,466
-6,706
64
$905K 0.44%
1,015
65
$886K 0.43%
9,808
66
$833K 0.41%
4,230
-100
67
$818K 0.4%
35,976
-1,615
68
$808K 0.39%
4,850
69
$800K 0.39%
2,433
-19
70
$747K 0.36%
13,313
+2
71
$735K 0.36%
8,578
-261
72
$727K 0.35%
4,477
73
$725K 0.35%
18,139
-568
74
$716K 0.35%
6,921
-109
75
$694K 0.34%
5,377
+67
1 2
3
4 5