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
$122M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$121K
3
+$98.8K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$97K
5
BX icon
Blackstone
BX
+$92.4K

Top Sells

1
+$285K
2
+$257K
3
+$256K
4
SCG
Scana
SCG
+$241K
5
USB icon
US Bancorp
USB
+$209K

Sector Composition

1 Technology 19.84%
2 Industrials 18.88%
3 Financials 13.47%
4 Consumer Staples 11.04%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.34%
3,700
77
$407K 0.33%
11,130
+450
78
$402K 0.33%
10,330
+100
79
$400K 0.33%
2,512
+419
80
$397K 0.32%
9,172
-50
81
$395K 0.32%
2,030
-60
82
$388K 0.32%
21,025
-250
83
$384K 0.31%
4,650
84
$377K 0.31%
14,608
+1,938
85
$375K 0.31%
7,205
86
$371K 0.3%
1,232
87
$351K 0.29%
25,128
-978
88
$346K 0.28%
1,390
-260
89
$346K 0.28%
5,945
+140
90
$344K 0.28%
7,843
+150
91
$341K 0.28%
3,964
-250
92
$340K 0.28%
4,535
93
$336K 0.27%
3,890
+50
94
$334K 0.27%
4,614
95
$326K 0.27%
10,796
96
$324K 0.26%
15,812
97
$323K 0.26%
3,618
-35
98
$320K 0.26%
2,900
99
$311K 0.25%
10,026
-150
100
$310K 0.25%
12,600
2 3
4
5 6