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IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $244M
1-Year Est. Return 27.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$757K
3 +$655K
4
NFLX icon
Netflix
NFLX
+$540K
5
CRWV
CoreWeave Inc
CRWV
+$466K

Top Sells

1 +$2.26M
2 +$1.79M
3 +$1.19M
4
AZN icon
AstraZeneca
AZN
+$1.16M
5
BDX icon
Becton Dickinson
BDX
+$228K

Sector Composition

1 Technology 20.49%
2 Industrials 17.36%
3 Financials 12.92%
4 Healthcare 11.57%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
C icon
76
Citigroup
C
$227B
$844K 0.35%
7,440
-250
VO icon
77
Vanguard Mid-Cap ETF
VO
$102B
$814K 0.33%
11,344
+1,812
CVS icon
78
CVS Health
CVS
$124B
$799K 0.33%
11,128
+978
PRTH icon
79
Priority Technology Holdings
PRTH
$491M
$797K 0.33%
168,935
+1,750
HON icon
80
Honeywell
HON
$134B
$783K 0.32%
3,466
+305
LIN icon
81
Linde
LIN
$232B
$781K 0.32%
1,575
ALL icon
82
Allstate
ALL
$55.4B
$767K 0.31%
3,700
+475
KHC icon
83
Kraft Heinz
KHC
$27.7B
$766K 0.31%
34,074
+2,446
CSX icon
84
CSX Corp
CSX
$87.5B
$762K 0.31%
18,571
+3
ZTS icon
85
Zoetis
ZTS
$33B
$734K 0.3%
6,212
+491
PSLV icon
86
Sprott Physical Silver Trust
PSLV
$13.7B
$732K 0.3%
30,000
VRT icon
87
Vertiv
VRT
$115B
$732K 0.3%
2,920
MMM icon
88
3M
MMM
$80.2B
$725K 0.3%
4,992
-25
ORCL icon
89
Oracle
ORCL
$609B
$717K 0.29%
4,875
+13
NVDA icon
90
NVIDIA
NVDA
$5.05T
$708K 0.29%
4,057
+268
HPE icon
91
Hewlett Packard
HPE
$66B
$706K 0.29%
29,644
+2,220
AFL icon
92
Aflac
AFL
$58.7B
$689K 0.28%
6,276
-199
GLW icon
93
Corning
GLW
$161B
$674K 0.28%
4,958
MP icon
94
MP Materials
MP
$10.3B
$672K 0.28%
13,925
+3,400
WMB icon
95
Williams Companies
WMB
$87.6B
$657K 0.27%
9,023
-548
KEY icon
96
KeyCorp
KEY
$23.5B
$650K 0.27%
32,493
+556
BG icon
97
Bunge Global
BG
$24.3B
$627K 0.26%
4,928
-299
DBI icon
98
Designer Brands
DBI
$451M
$619K 0.25%
108,714
+1,275
RSP icon
99
Invesco S&P 500 Equal Weight ETF
RSP
$88.8B
$616K 0.25%
3,211
+1,675
KMB icon
100
Kimberly-Clark
KMB
$32.4B
$607K 0.25%
6,291
-770