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
$135M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$685K
2
+$356K
3
+$295K
4
GD icon
General Dynamics
GD
+$276K
5
SCG
Scana
SCG
+$208K

Top Sells

1
+$2.42M
2
+$2.07M
3
+$234K
4
BA icon
Boeing
BA
+$72.1K
5
GE icon
GE Aerospace
GE
+$68.4K

Sector Composition

1 Industrials 21.72%
2 Technology 15.87%
3 Financials 14.44%
4 Consumer Staples 10.55%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432K 0.32%
19,775
+1,750
77
$431K 0.32%
4,117
+1,295
78
$429K 0.32%
12,783
+215
79
$423K 0.31%
10,092
+100
80
$421K 0.31%
4,535
81
$420K 0.31%
6,225
82
$415K 0.31%
10,796
83
$415K 0.31%
6,563
+115
84
$412K 0.3%
25,074
+3,050
85
$412K 0.3%
2,925
86
$411K 0.3%
9,120
+1,850
87
$400K 0.3%
2,179
88
$397K 0.29%
18,091
89
$395K 0.29%
4,625
90
$395K 0.29%
3,584
+25
91
$394K 0.29%
12,771
+1,528
92
$384K 0.28%
10,400
+2,100
93
$379K 0.28%
26,106
94
$379K 0.28%
4,890
-166
95
$378K 0.28%
5,164
96
$377K 0.28%
1,433
+250
97
$366K 0.27%
4,432
98
$366K 0.27%
7,686
99
$356K 0.26%
+2,090
100
$351K 0.26%
5,505
-100
2 3
4
5 6