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
$194M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$319K
3
+$235K
4
FDX icon
FedEx
FDX
+$203K
5
TSN icon
Tyson Foods
TSN
+$114K

Top Sells

1
+$811K
2
+$708K
3
+$607K
4
VSCO icon
Victoria's Secret
VSCO
+$276K
5
MOS icon
The Mosaic Company
MOS
+$241K

Sector Composition

1 Industrials 19.31%
2 Technology 17.94%
3 Healthcare 11.02%
4 Financials 10.24%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.35%
20,014
+122
77
$661K 0.34%
1,735
78
$641K 0.33%
154,024
-2,000
79
$627K 0.32%
39,150
-9,500
80
$623K 0.32%
9,019
+402
81
$599K 0.31%
76,918
-6,250
82
$593K 0.31%
17,395
+25
83
$581K 0.3%
41,761
+1,561
84
$578K 0.3%
4,850
85
$564K 0.29%
2,500
86
$533K 0.27%
4,885
87
$529K 0.27%
7,574
88
$526K 0.27%
4,487
89
$517K 0.27%
30,800
90
$516K 0.27%
9,852
91
$506K 0.26%
2,267
+130
92
$497K 0.26%
3,600
+25
93
$486K 0.25%
10,562
-200
94
$479K 0.25%
13,300
+3
95
$474K 0.24%
5,460
96
$461K 0.24%
13,966
97
$460K 0.24%
6,434
-400
98
$456K 0.24%
3,495
-550
99
$447K 0.23%
10,150
100
$434K 0.22%
3,982
2 3
4
5 6