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
$172M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$964K
3
+$834K
4
BX icon
Blackstone
BX
+$662K
5
LUMN icon
Lumen
LUMN
+$546K

Top Sells

1
+$211K
2
+$208K
3
+$203K
4
EFX icon
Equifax
EFX
+$197K
5
OXY icon
Occidental Petroleum
OXY
+$162K

Sector Composition

1 Technology 22.79%
2 Industrials 17.78%
3 Financials 11.86%
4 Consumer Staples 10.97%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$571K 0.33%
3,000
-150
77
$566K 0.33%
7,330
+40
78
$566K 0.33%
2,900
79
$554K 0.32%
7,171
+2,450
80
$551K 0.32%
7,575
81
$546K 0.32%
+40,924
82
$539K 0.31%
7,164
+2,650
83
$538K 0.31%
4,489
84
$528K 0.31%
25,800
+925
85
$522K 0.3%
1,000
86
$517K 0.3%
15,700
+5,500
87
$516K 0.3%
15,165
+1,672
88
$508K 0.29%
1,365
89
$503K 0.29%
2,020
90
$503K 0.29%
+55,625
91
$491K 0.28%
10,845
+450
92
$469K 0.27%
118,342
+1,500
93
$468K 0.27%
4,071
-4
94
$462K 0.27%
3,319
-100
95
$459K 0.27%
1,405
96
$450K 0.26%
28,650
97
$449K 0.26%
7,030
-35
98
$442K 0.26%
2,037
99
$426K 0.25%
6,751
100
$422K 0.24%
10,796
2 3
4
5 6