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
$198M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$907K
3
+$645K
4
QCOM icon
Qualcomm
QCOM
+$265K
5
AMGN icon
Amgen
AMGN
+$232K

Top Sells

1
+$3.16M
2
+$1.78M
3
+$936K
4
VSCO icon
Victoria's Secret
VSCO
+$252K
5
VRT icon
Vertiv
VRT
+$241K

Sector Composition

1 Industrials 19.43%
2 Technology 18.35%
3 Financials 12.5%
4 Healthcare 12.11%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$670K 0.34%
17,673
+1,537
77
$658K 0.33%
9,715
-190
78
$656K 0.33%
4,452
-25
79
$645K 0.33%
+94,700
80
$639K 0.32%
22,390
-300
81
$628K 0.32%
4,735
82
$622K 0.31%
11,667
-250
83
$619K 0.31%
27,274
-1,829
84
$577K 0.29%
3,035
+130
85
$548K 0.28%
7,725
-25
86
$534K 0.27%
8,924
-198
87
$533K 0.27%
1,000
+10
88
$513K 0.26%
8,592
89
$513K 0.26%
8,408
-149
90
$507K 0.26%
3,565
-95
91
$507K 0.26%
35,376
-600
92
$504K 0.25%
17,109
-297
93
$483K 0.24%
5,926
-288
94
$473K 0.24%
3,239
-95
95
$466K 0.24%
13,356
+59
96
$432K 0.22%
3,984
+779
97
$431K 0.22%
11,525
-251
98
$428K 0.22%
27,754
-590
99
$417K 0.21%
10,650
100
$396K 0.2%
1,700
-15
2 3
4
5 6