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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
+2.65%
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
$244M
AUM Growth
+$2.46M
Cap. Flow
+$3.36M
Cap. Flow %
1.38%
Top 10 Hldgs %
28.62%
Holding
191
New
7
Increased
91
Reduced
37
Closed
9

Top Buys

Rank Stock Value
1
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$1.22M
2
BX icon
Blackstone
BX
+$757K
3
SHOP icon
Shopify
SHOP
+$655K
4
NFLX icon
Netflix
NFLX
+$540K
5
CRWV
CoreWeave
CRWV
+$466K

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$2.26M
2
AVDL
Avadel Pharmaceuticals
AVDL
+$1.79M
3
SNV
Synovus
SNV
+$1.19M
4
BDX icon
Becton Dickinson
BDX
+$228K
5
LW icon
Lamb Weston
LW
+$224K

Sector Composition

Rank Sector Weight
1 Technology 20.49%
2 Industrials 17.36%
3 Financials 12.92%
4 Healthcare 11.57%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
76
Citigroup
C
$231B
$844K 0.35%
7,440
-250
-3% -$28.5K
VO icon
77
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$814K 0.33%
11,344
+1,812
+19% +$135K
CVS icon
78
CVS Health
CVS
$123B
$799K 0.33%
11,128
+978
+10% +$75.3K
PRTH icon
79
Priority Technology Holdings
PRTH
$431M
$797K 0.33%
168,935
+1,750
+1% +$9.58K
HON icon
80
Honeywell
HON
$74.2B
$783K 0.32%
3,466
+305
+10% +$69.7K
LIN icon
81
Linde
LIN
$222B
$781K 0.32%
1,575
– –
ALL icon
82
Allstate
ALL
$65.1B
$767K 0.31%
3,700
+475
+15% +$97.4K
KHC icon
83
Kraft Heinz
KHC
$29.8B
$766K 0.31%
34,074
+2,446
+8% +$57.5K
CSX icon
84
CSX Corp
CSX
$93.6B
$762K 0.31%
18,571
+3
+0% +$118
ZTS icon
85
Zoetis
ZTS
$30.3B
$734K 0.3%
6,212
+491
+9% +$60.7K
PSLV icon
86
Sprott Physical Silver Trust
PSLV
$13.5B
$732K 0.3%
30,000
– –
VRT icon
87
Vertiv
VRT
$111B
$732K 0.3%
2,920
– –
MMM icon
88
3M
MMM
$93.9B
$725K 0.3%
4,992
-25
-0.5% -$3.98K
ORCL icon
89
Oracle
ORCL
$455B
$717K 0.29%
4,875
+13
+0.3% +$2.11K
NVDA icon
90
NVIDIA
NVDA
$5.46T
$708K 0.29%
4,057
+268
+7% +$49.2K
HPE icon
91
Hewlett Packard
HPE
$81.4B
$706K 0.29%
29,644
+2,220
+8% +$49.2K
AFL icon
92
Aflac
AFL
$60.9B
$689K 0.28%
6,276
-199
-3% -$22.1K
GLW icon
93
Corning
GLW
$143B
$674K 0.28%
4,958
– –
MP icon
94
MP Materials
MP
$9.8B
$672K 0.28%
13,925
+3,400
+32% +$203K
WMB icon
95
Williams Companies
WMB
$89.7B
$657K 0.27%
9,023
-548
-6% -$37.9K
KEY icon
96
KeyCorp
KEY
$24.6B
$650K 0.27%
32,493
+556
+2% +$11.6K
BG icon
97
Bunge Global
BG
$21.7B
$627K 0.26%
4,928
-299
-6% -$34.7K
DBI icon
98
Designer Brands
DBI
$307M
$619K 0.25%
108,714
+1,275
+1% +$8.57K
RSP icon
99
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$616K 0.25%
3,211
+1,675
+109% +$332K
KMB icon
100
Kimberly-Clark
KMB
$36.6B
$607K 0.25%
6,291
-770
-11% -$78.8K
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
PineBridge Investments Asia Hong Kong $289M AUM
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return

Investors Asset Management of Georgia's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Asset Management of Georgia held 191 positions worth $244M, up 1% from $242M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Asset Management of Georgia's Q1 2026 filing shows 7 new, 91 increased, 37 reduced and 9 closed positions. Its largest new stake was Pinnacle Financial Partners Inc: 13,063 shares worth $1.13M. The largest sale was iShares Russell 2000 ETF, an estimated $2.26M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 21% a quarter earlier, followed by Industrials and Financials.

  • Investors Asset Management of Georgia's largest Q1 2026 buy was Pinnacle Financial Partners Inc: 13,063 shares worth $1.13M.
  • Investors Asset Management of Georgia added most to Blackstone in Q1 2026, an estimated $757K increase.
  • Investors Asset Management of Georgia's biggest Q1 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $2.26M.
  • Investors Asset Management of Georgia fully exited Avadel Pharmaceuticals in Q1 2026, selling an estimated $1.79M.
  • Investors Asset Management of Georgia's ten largest holdings make up 29% of its $244M portfolio in Q1 2026.
  • Investors Asset Management of Georgia opened 7 new positions and closed 9 in Q1 2026.
  • Investors Asset Management of Georgia's portfolio value rose 1% quarter-over-quarter to $244M.

Based on Investors Asset Management of Georgia's 13F filing for Q1 2026, filed 27 Apr 2026.