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IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $288M
1-Year Est. Return 47.58%
This Fund
S&P 500
This Quarter Est. Return
+7.58%
1 Year Est. Return
+47.58%
3 Year Est. Return
+112.85%
5 Year Est. Return
+140.21%
10 Year Est. Return
+517.32%
AUM
$235M
AUM Growth
+$18.9M
Cap. Flow
+$6.24M
Cap. Flow %
2.66%
Top 10 Hldgs %
32.66%
Holding
182
New
13
Increased
68
Reduced
52
Closed
3

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$1.69M
2
LUMN icon
Lumen
LUMN
+$469K
3
NEE icon
NextEra Energy
NEE
+$411K
4
PRMB
Primo Brands
PRMB
+$392K
5
DBI icon
Designer Brands
DBI
+$381K

Top Sells

Rank Stock Value
1
QCOM icon
Qualcomm
QCOM
+$438K
2
MP icon
MP Materials
MP
+$293K
3
FISV
Fiserv Inc
FISV
+$262K
4
AMGN icon
Amgen
AMGN
+$207K
5
SHOP icon
Shopify
SHOP
+$140K

Sector Composition

Rank Sector Weight
1 Technology 20.84%
2 Industrials 19.36%
3 Financials 13.41%
4 Healthcare 10.94%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
76
Freeport-McMoran
FCX
$95.2B
$830K 0.35%
21,153
+3,279
+18% +$142K
FNF icon
77
Fidelity National Financial
FNF
$13B
$805K 0.34%
13,313
– –
MMM icon
78
3M
MMM
$94.3B
$786K 0.33%
5,067
-260
-5% -$40.1K
C icon
79
Citigroup
C
$231B
$784K 0.33%
7,725
– –
NOK icon
80
Nokia
NOK
$59.1B
$755K 0.32%
156,982
-1,500
-0.9% -$6.78K
XLE icon
81
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$749K 0.32%
16,756
+40
+0.2% +$1.75K
LIN icon
82
Linde
LIN
$222B
$748K 0.32%
1,575
-35
-2% -$16.6K
CVS icon
83
CVS Health
CVS
$123B
$742K 0.32%
9,847
+529
+6% +$36.3K
AFL icon
84
Aflac
AFL
$60.8B
$740K 0.31%
6,624
+1
+0% +$105
MP icon
85
MP Materials
MP
$9.82B
$726K 0.31%
10,825
-4,650
-30% -$293K
ALL icon
86
Allstate
ALL
$65.1B
$703K 0.3%
3,275
– –
AGM icon
87
Federal Agricultural Mortgage
AGM
$2.58B
$677K 0.29%
4,030
– –
KMI icon
88
Kinder Morgan
KMI
$70.5B
$676K 0.29%
23,890
– –
HPE icon
89
Hewlett Packard
HPE
$81.1B
$675K 0.29%
27,464
+46
+0.2% +$1.02K
CSX icon
90
CSX Corp
CSX
$93.7B
$661K 0.28%
18,615
-237
-1% -$8.09K
HON icon
91
Honeywell
HON
$74.3B
$650K 0.28%
3,278
+1,527
+87% +$319K
ABT icon
92
Abbott
ABT
$194B
$636K 0.27%
4,746
+11
+0.2% +$1.44K
VO icon
93
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$619K 0.26%
8,432
+1,900
+29% +$136K
HBAN icon
94
Huntington Bancshares
HBAN
$36.3B
$596K 0.25%
34,500
– –
ZTS icon
95
Zoetis
ZTS
$30.5B
$581K 0.25%
3,970
+1,260
+46% +$190K
VOT icon
96
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.2B
$536K 0.23%
1,825
+58
+3% +$16.7K
WMB icon
97
Williams Companies
WMB
$89.6B
$534K 0.23%
8,432
-60
-0.7% -$3.52K
GOOG icon
98
Alphabet (Google) Class C
GOOG
$4.21T
$530K 0.23%
2,177
-25
-1% -$5.25K
BRK.B icon
99
Berkshire Hathaway Class B
BRK.B
$1.09T
$525K 0.22%
1,044
+44
+4% +$21.3K
CLX icon
100
Clorox
CLX
$12.9B
$523K 0.22%
4,244
-151
-3% -$18.7K
2 3
4
5 6

Similar funds

FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
EA
Extract Advisors Calabasas, California $287M AUM
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
GIM
Goodlander Investment Management Dallas, Texas $289M AUM 225.62% 1-Year Est. Return
PIA
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4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return

Investors Asset Management of Georgia's Q3 2025 Portfolio in Review

As of Q3 2025, Investors Asset Management of Georgia held 182 positions worth $235M, up 8.8% from $216M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Investors Asset Management of Georgia's Q3 2025 filing shows 13 new, 68 increased, 52 reduced and 3 closed positions. Its largest new stake was Truist Financial: 37,582 shares worth $1.72M. The largest sale was Qualcomm, an estimated $438K.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Industrials and Financials.

  • Investors Asset Management of Georgia's largest Q3 2025 buy was Truist Financial: 37,582 shares worth $1.72M.
  • Investors Asset Management of Georgia added most to Lumen in Q3 2025, an estimated $469K increase.
  • Investors Asset Management of Georgia's biggest Q3 2025 reduction was MP Materials, cutting an estimated $293K.
  • Investors Asset Management of Georgia fully exited Qualcomm in Q3 2025, selling an estimated $438K.
  • Investors Asset Management of Georgia's ten largest holdings make up 33% of its $235M portfolio in Q3 2025.
  • Investors Asset Management of Georgia opened 13 new positions and closed 3 in Q3 2025.
  • Investors Asset Management of Georgia's portfolio value rose 8.8% quarter-over-quarter to $235M.

Based on Investors Asset Management of Georgia's 13F filing for Q3 2025, filed 23 Oct 2025.