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
$150M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$397K
3
+$263K
4
BKI
Black Knight, Inc. Common Stock
BKI
+$208K
5
LUMN icon
Lumen
LUMN
+$137K

Top Sells

1
+$732K
2
+$484K
3
+$476K
4
AAPL icon
Apple
AAPL
+$323K
5
AMZN icon
Amazon
AMZN
+$221K

Sector Composition

1 Technology 27.36%
2 Industrials 20.52%
3 Consumer Staples 10.96%
4 Healthcare 9.43%
5 Consumer Discretionary 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.29%
11,472
77
$432K 0.29%
2,900
78
$426K 0.28%
1,365
79
$424K 0.28%
12,198
+200
80
$418K 0.28%
19,747
-63
81
$416K 0.28%
6,901
+375
82
$412K 0.28%
12,013
-140
83
$408K 0.27%
6,979
+475
84
$407K 0.27%
7,331
-556
85
$407K 0.27%
12,381
-250
86
$400K 0.27%
4,250
-100
87
$397K 0.27%
+4,784
88
$388K 0.26%
6,736
+1,000
89
$367K 0.25%
43,250
90
$361K 0.24%
2,697
+18
91
$351K 0.23%
1,719
-30
92
$349K 0.23%
1,232
93
$345K 0.23%
12,831
94
$337K 0.23%
13,850
-1,275
95
$335K 0.22%
2,037
96
$328K 0.22%
6,981
-825
97
$327K 0.22%
7,575
98
$325K 0.22%
10,796
99
$323K 0.22%
32,312
+1,465
100
$320K 0.21%
6,610
2 3
4
5 6