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
$144M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$226K
3
+$218K
4
USB icon
US Bancorp
USB
+$209K
5
RTX icon
RTX Corp
RTX
+$206K

Top Sells

1
+$984K
2
+$95K
3
+$79.9K
4
DIS icon
Walt Disney
DIS
+$51.2K
5
HPQ icon
HP
HPQ
+$45.8K

Sector Composition

1 Industrials 21.64%
2 Technology 18.23%
3 Financials 13.84%
4 Consumer Staples 10.35%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$473K 0.33%
4,625
77
$469K 0.33%
18,033
-1,100
78
$459K 0.32%
4,650
79
$448K 0.31%
9,222
-125
80
$445K 0.31%
1,531
+64
81
$439K 0.31%
10,230
+200
82
$439K 0.31%
1,650
83
$435K 0.3%
1,232
84
$433K 0.3%
2,090
85
$424K 0.3%
10,460
+750
86
$420K 0.29%
6,763
+50
87
$413K 0.29%
3,634
+50
88
$413K 0.29%
5,164
89
$408K 0.28%
10,796
90
$407K 0.28%
15,812
-1,779
91
$407K 0.28%
+12,670
92
$398K 0.28%
4,844
93
$397K 0.28%
21,275
+500
94
$396K 0.28%
5,805
+200
95
$388K 0.27%
7,253
+350
96
$386K 0.27%
4,432
97
$385K 0.27%
2,900
98
$380K 0.26%
26,106
99
$374K 0.26%
1,000
100
$371K 0.26%
14,510
+500
2 3
4
5 6