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
$132M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$266K
3
+$228K
4
CSX icon
CSX Corp
CSX
+$215K
5
VTV icon
Vanguard Value ETF
VTV
+$200K

Top Sells

1
+$372K
2
+$310K
3
+$269K
4
BMY icon
Bristol-Myers Squibb
BMY
+$241K
5
GRBK icon
Green Brick Partners
GRBK
+$166K

Sector Composition

1 Industrials 30.53%
2 Technology 16.2%
3 Consumer Staples 10.39%
4 Financials 9.89%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$397K 0.3%
37,500
-2,000
77
$386K 0.29%
1,232
78
$386K 0.29%
29,693
79
$382K 0.29%
65,997
+1,875
80
$382K 0.29%
7,455
-25
81
$372K 0.28%
5,150
-300
82
$365K 0.28%
5,011
-89
83
$364K 0.28%
2,600
84
$359K 0.27%
2,849
85
$358K 0.27%
12,672
-620
86
$356K 0.27%
4,157
87
$356K 0.27%
4,423
+185
88
$353K 0.27%
17,240
89
$350K 0.27%
39,500
-1,500
90
$349K 0.26%
2,090
-110
91
$344K 0.26%
37,260
+60
92
$341K 0.26%
9,038
+11
93
$339K 0.26%
4,900
94
$339K 0.26%
2,299
+27
95
$331K 0.25%
16,408
-667
96
$329K 0.25%
21,156
-4,050
97
$319K 0.24%
14,054
-1,250
98
$316K 0.24%
13,075
+400
99
$314K 0.24%
4,625
100
$301K 0.23%
11,279
-3,055
2 3
4
5 6