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
$187M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$325K
3
+$317K
4
TSN icon
Tyson Foods
TSN
+$249K
5
TFC icon
Truist Financial
TFC
+$211K

Top Sells

1
+$2.5M
2
+$804K
3
+$383K
4
MCD icon
McDonald's
MCD
+$354K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$349K

Sector Composition

1 Industrials 17.87%
2 Technology 17.86%
3 Healthcare 11.26%
4 Financials 10.44%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$711K 0.38%
1,737
+9
77
$694K 0.37%
83,168
78
$667K 0.36%
1,411
-4
79
$640K 0.34%
8,617
+2
80
$640K 0.34%
19,892
-77,706
81
$626K 0.33%
4,487
82
$624K 0.33%
40,200
-1,100
83
$617K 0.33%
1,735
84
$573K 0.31%
46,040
+520
85
$520K 0.28%
17,370
86
$505K 0.27%
10,762
+100
87
$500K 0.27%
2,500
-25
88
$495K 0.26%
4,885
89
$491K 0.26%
30,800
+1
90
$490K 0.26%
6,834
91
$489K 0.26%
7,574
-200
92
$484K 0.26%
9,852
93
$480K 0.26%
3,575
+1
94
$472K 0.25%
2,137
+81
95
$464K 0.25%
13,297
+2
96
$459K 0.24%
6,618
97
$451K 0.24%
4,850
98
$442K 0.24%
13,966
99
$441K 0.24%
3,982
-25
100
$440K 0.23%
10,721
+952
2 3
4
5 6