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
$186M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$315K
3
+$292K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K

Top Sells

1
+$418K
2
+$416K
3
+$376K
4
EFX icon
Equifax
EFX
+$240K
5
CMI icon
Cummins
CMI
+$208K

Sector Composition

1 Technology 20.45%
2 Industrials 19.83%
3 Financials 11.79%
4 Consumer Staples 10.36%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$661K 0.36%
12,428
-20
77
$639K 0.34%
7,662
+498
78
$631K 0.34%
45,000
-5,000
79
$612K 0.33%
7,171
80
$608K 0.33%
9,975
+300
81
$604K 0.32%
16,469
+1,304
82
$582K 0.31%
3,000
83
$579K 0.31%
2,344
+625
84
$577K 0.31%
11,000
+6,000
85
$573K 0.31%
13,708
+2,912
86
$571K 0.31%
8,065
+490
87
$557K 0.3%
7,200
-130
88
$555K 0.3%
2,900
89
$555K 0.3%
1,386
+21
90
$536K 0.29%
10,150
+150
91
$533K 0.29%
1,405
92
$531K 0.29%
4,071
93
$528K 0.28%
4,558
+69
94
$490K 0.26%
2,011
-9
95
$483K 0.26%
10,272
-573
96
$458K 0.25%
7,230
+200
97
$451K 0.24%
6,751
98
$451K 0.24%
2,054
+17
99
$449K 0.24%
11,731
-200
100
$445K 0.24%
27,300
+1,500
2 3
4
5 6