IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$9.74M
3
+$2.52M
4
HD icon
Home Depot
HD
+$2.46M
5
KO icon
Coca-Cola
KO
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.91%
2 Technology 15.7%
3 Financials 11.42%
4 Consumer Staples 8.51%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.33%
+2,700
77
$377K 0.33%
+13,902
78
$374K 0.32%
+3,700
79
$373K 0.32%
+5,200
80
$358K 0.31%
+36,487
81
$351K 0.3%
+15,044
82
$350K 0.3%
+2,200
83
$345K 0.3%
+11,590
84
$339K 0.29%
+14,111
85
$337K 0.29%
+2,455
86
$330K 0.29%
+4,800
87
$327K 0.28%
+4,760
88
$323K 0.28%
+6,535
89
$321K 0.28%
+6,025
90
$310K 0.27%
+24,000
91
$309K 0.27%
+4,415
92
$302K 0.26%
+10,854
93
$299K 0.26%
+8,586
94
$295K 0.26%
+10,700
95
$293K 0.25%
+4,470
96
$293K 0.25%
+4,625
97
$292K 0.25%
+5,391
98
$289K 0.25%
+1,406
99
$288K 0.25%
+6,400
100
$285K 0.25%
+7,332
2 3
4
5 6