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
$148M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$302K
3
+$280K
4
HPE icon
Hewlett Packard
HPE
+$240K
5
PYPL icon
PayPal
PYPL
+$234K

Top Sells

1
+$6.89M
2
+$4.89M
3
+$2.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$950K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$924K

Sector Composition

1 Technology 25.13%
2 Industrials 20.35%
3 Consumer Staples 11.38%
4 Financials 10.41%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$479K 0.32%
1,365
77
$467K 0.32%
7,575
78
$464K 0.31%
2,020
79
$461K 0.31%
3,419
-40
80
$457K 0.31%
116,842
+4,083
81
$448K 0.3%
11,931
-900
82
$448K 0.3%
4,075
-175
83
$433K 0.29%
2,037
84
$419K 0.28%
6,751
-150
85
$406K 0.27%
10,796
86
$405K 0.27%
+20,925
87
$398K 0.27%
13,493
+384
88
$394K 0.27%
24,875
+1,825
89
$392K 0.26%
7,065
+84
90
$390K 0.26%
41,000
-2,250
91
$385K 0.26%
1,719
92
$385K 0.26%
5,945
-9,525
93
$371K 0.25%
1,405
94
$368K 0.25%
2,518
-179
95
$362K 0.24%
28,650
+500
96
$360K 0.24%
11,895
-300
97
$348K 0.23%
7,833
98
$338K 0.23%
4,721
-2,015
99
$333K 0.22%
3,463
100
$316K 0.21%
6,535
-75
2 3
4
5 6