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
$144M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$225K
3
+$221K
4
BRO icon
Brown & Brown
BRO
+$211K
5
ALB icon
Albemarle
ALB
+$203K

Top Sells

1
+$1.38M
2
+$639K
3
+$209K
4
BX icon
Blackstone
BX
+$207K
5
JNJ icon
Johnson & Johnson
JNJ
+$141K

Sector Composition

1 Technology 25.92%
2 Industrials 22.75%
3 Consumer Staples 10.79%
4 Healthcare 9.7%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$419K 0.29%
7,887
-374
77
$415K 0.29%
4,539
78
$413K 0.29%
3,058
-25
79
$407K 0.28%
19,810
+1,195
80
$407K 0.28%
4,575
81
$403K 0.28%
1,365
82
$394K 0.27%
32,519
-1,609
83
$394K 0.27%
12,831
84
$387K 0.27%
7,575
85
$384K 0.27%
6,526
-100
86
$383K 0.27%
11,472
-370
87
$375K 0.26%
21,975
88
$357K 0.25%
35,624
+250
89
$356K 0.25%
43,250
90
$354K 0.25%
9,469
91
$353K 0.25%
+5,736
92
$349K 0.24%
2,679
-126
93
$339K 0.24%
11,998
+570
94
$338K 0.23%
15,125
-1,000
95
$337K 0.23%
1,749
96
$330K 0.23%
1,232
97
$328K 0.23%
6,610
-375
98
$323K 0.22%
5,487
99
$318K 0.22%
7,806
-905
100
$318K 0.22%
10,796
2 3
4
5 6