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
$198M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$907K
3
+$645K
4
QCOM icon
Qualcomm
QCOM
+$265K
5
AMGN icon
Amgen
AMGN
+$232K

Top Sells

1
+$3.16M
2
+$1.78M
3
+$936K
4
VSCO icon
Victoria's Secret
VSCO
+$252K
5
VRT icon
Vertiv
VRT
+$241K

Sector Composition

1 Industrials 19.43%
2 Technology 18.35%
3 Financials 12.5%
4 Healthcare 12.11%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.58%
6,722
-100
52
$1.14M 0.58%
10,927
-324
53
$1.1M 0.56%
22,103
-63,514
54
$1.1M 0.55%
139,975
+19,700
55
$1.09M 0.55%
50,072
-1,000
56
$1.08M 0.55%
23,134
-342
57
$1.08M 0.54%
14,640
-700
58
$1.02M 0.52%
33,543
-121
59
$999K 0.51%
22,021
+3,882
60
$947K 0.48%
1,015
61
$920K 0.47%
91,726
-1,740
62
$907K 0.46%
+29,297
63
$888K 0.45%
8,072
+685
64
$882K 0.45%
5,270
-20
65
$866K 0.44%
13,313
66
$852K 0.43%
9,708
-100
67
$817K 0.41%
154,982
+8,697
68
$776K 0.39%
8,301
-277
69
$774K 0.39%
5,267
-110
70
$770K 0.39%
6,922
+1
71
$756K 0.38%
4,030
-200
72
$754K 0.38%
1,620
73
$738K 0.37%
2,417
-16
74
$697K 0.35%
3,365
-90
75
$678K 0.34%
4,850
1 2
3
4 5