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
$143M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$223K
3
+$212K
4
AAPL icon
Apple
AAPL
+$166K
5
T icon
AT&T
T
+$136K

Top Sells

1
+$863K
2
+$507K
3
+$176K
4
BA icon
Boeing
BA
+$156K
5
AFL icon
Aflac
AFL
+$90K

Sector Composition

1 Technology 23.1%
2 Industrials 19.87%
3 Financials 12.79%
4 Consumer Staples 10.5%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$451K 0.32%
21,175
+150
77
$450K 0.31%
3,634
78
$442K 0.31%
7,105
-100
79
$438K 0.31%
4,650
80
$436K 0.3%
2,512
81
$427K 0.3%
9,172
82
$405K 0.28%
7,843
83
$386K 0.27%
2,030
84
$385K 0.27%
4,535
85
$380K 0.27%
25,128
86
$379K 0.26%
10,796
87
$377K 0.26%
3,964
88
$369K 0.26%
4,614
89
$369K 0.26%
5,895
-50
90
$367K 0.26%
12,600
91
$357K 0.25%
10,000
92
$355K 0.25%
3,618
93
$350K 0.24%
3,890
94
$344K 0.24%
1,390
95
$343K 0.24%
28,624
-500
96
$340K 0.24%
3,108
97
$339K 0.24%
2,900
98
$335K 0.23%
23,850
99
$335K 0.23%
8,728
+575
100
$333K 0.23%
5,564
+400
2 3
4
5 6