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
$157M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$718K
2 +$219K
3 +$205K
4
ODP icon
ODP
ODP
+$172K
5
T icon
AT&T
T
+$151K

Top Sells

1 +$212K
2 +$90.6K
3 +$80.8K
4
AFL icon
Aflac
AFL
+$71.6K
5
DD icon
DuPont de Nemours
DD
+$42.6K

Sector Composition

1 Technology 23.8%
2 Industrials 20.67%
3 Financials 12.94%
4 Consumer Staples 10.6%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$505K 0.32%
4,650
77
$499K 0.32%
8,076
+233
78
$498K 0.32%
11,197
+1,197
79
$490K 0.31%
7,095
80
$470K 0.3%
5,300
81
$461K 0.29%
10,796
82
$458K 0.29%
9,620
-313
83
$455K 0.29%
11,499
-79
84
$453K 0.29%
19,575
-1,500
85
$437K 0.28%
3,700
86
$425K 0.27%
34,024
+5,400
87
$420K 0.27%
25,128
88
$416K 0.27%
4,064
+100
89
$398K 0.25%
23,850
90
$396K 0.25%
2,900
91
$393K 0.25%
2,030
92
$387K 0.25%
2,817
+90
93
$386K 0.25%
9,750
94
$385K 0.25%
4,016
+111
95
$380K 0.24%
4,539
96
$375K 0.24%
4,402
97
$374K 0.24%
5,937
+875
98
$369K 0.24%
3,618
99
$365K 0.23%
6,014
100
$360K 0.23%
12,600