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
$117M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$246K
3
+$226K
4
F icon
Ford
F
+$115K
5
AAPL icon
Apple
AAPL
+$88.4K

Top Sells

1
+$3.48M
2
+$1.36M
3
+$221K
4
DD icon
DuPont de Nemours
DD
+$164K
5
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$146K

Sector Composition

1 Industrials 28.31%
2 Technology 15.31%
3 Financials 11.37%
4 Consumer Staples 8.69%
5 Energy 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.31%
5,550
-100
77
$350K 0.3%
4,955
-50
78
$346K 0.3%
5,535
-1,000
79
$341K 0.29%
6,125
+100
80
$340K 0.29%
25,000
-2,700
81
$338K 0.29%
2,200
82
$336K 0.29%
5,000
+530
83
$323K 0.28%
7,705
-125
84
$322K 0.28%
42,000
-6,500
85
$313K 0.27%
4,160
-1,000
86
$311K 0.27%
11,790
87
$310K 0.27%
7,682
+350
88
$305K 0.26%
4,525
89
$305K 0.26%
4,560
-50
90
$305K 0.26%
3,147
91
$305K 0.26%
11,104
+450
92
$303K 0.26%
5,491
+100
93
$301K 0.26%
2,332
-64
94
$298K 0.26%
8,334
95
$298K 0.26%
2,809
+135
96
$289K 0.25%
1,406
97
$286K 0.25%
15,344
-400
98
$284K 0.24%
29,000
+1,100
99
$280K 0.24%
14,411
+300
100
$276K 0.24%
5,274
2 3
4
5 6