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
$120M
AUM Growth
+$876K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$212K
3
+$206K
4
NOK icon
Nokia
NOK
+$195K
5
F icon
Ford
F
+$161K

Top Sells

1
+$721K
2
+$403K
3
+$273K
4
UNH icon
UnitedHealth
UNH
+$129K
5
HD icon
Home Depot
HD
+$85.4K

Sector Composition

1 Industrials 29.62%
2 Technology 15.27%
3 Consumer Staples 11.26%
4 Financials 10.05%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.31%
12,510
+900
77
$374K 0.31%
31,043
+182
78
$370K 0.31%
10,360
79
$368K 0.31%
25,000
80
$367K 0.31%
5,450
81
$362K 0.3%
15,741
+333
82
$355K 0.3%
5,535
83
$350K 0.29%
59,148
+33,000
84
$349K 0.29%
41,000
85
$349K 0.29%
5,100
-9
86
$346K 0.29%
+9,950
87
$340K 0.28%
4,157
88
$335K 0.28%
2,600
-1,000
89
$330K 0.27%
2,200
90
$330K 0.27%
3,813
-500
91
$326K 0.27%
11,952
+400
92
$321K 0.27%
1,232
93
$319K 0.27%
25,856
-1,892
94
$317K 0.26%
2,272
-60
95
$305K 0.25%
4,030
-200
96
$304K 0.25%
11,400
-390
97
$291K 0.24%
1,415
98
$287K 0.24%
4,625
99
$285K 0.24%
2,705
100
$281K 0.23%
15,704
2 3
4
5 6