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
$192M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$471K
3
+$288K
4
FISV
Fiserv Inc
FISV
+$264K
5
RGA icon
Reinsurance Group of America
RGA
+$236K

Top Sells

1
+$449K
2
+$389K
3
+$329K
4
BX icon
Blackstone
BX
+$265K
5
UNM icon
Unum
UNM
+$215K

Sector Composition

1 Technology 21.14%
2 Industrials 19.69%
3 Financials 12.05%
4 Consumer Staples 9.74%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$664K 0.35%
1,684
77
$651K 0.34%
20,001
+2,201
78
$649K 0.34%
17,305
+836
79
$625K 0.32%
10,240
+90
80
$620K 0.32%
14,100
81
$619K 0.32%
12,428
82
$616K 0.32%
7,171
83
$605K 0.31%
11,420
84
$597K 0.31%
9,975
85
$593K 0.31%
13,606
-102
86
$586K 0.3%
42,500
-2,500
87
$579K 0.3%
2,344
88
$578K 0.3%
11,000
89
$554K 0.29%
2,779
-121
90
$553K 0.29%
1,415
+29
91
$538K 0.28%
4,558
92
$532K 0.28%
1,408
+3
93
$527K 0.27%
2,600
-400
94
$510K 0.27%
4,007
-64
95
$499K 0.26%
2,280
+50
96
$490K 0.25%
7,200
97
$485K 0.25%
16,295
+4,400
98
$471K 0.24%
+8,529
99
$463K 0.24%
9,972
-300
100
$453K 0.24%
3,419
+130
2 3
4
5 6