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IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $244M
1-Year Est. Return 27.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$757K
3
+$655K
4
NFLX icon
Netflix
NFLX
+$540K
5
CRWV
CoreWeave Inc
CRWV
+$466K

Top Sells

1
+$2.26M
2
+$1.79M
3
+$1.19M
4
AZN icon
AstraZeneca
AZN
+$1.16M
5
BDX icon
Becton Dickinson
BDX
+$228K

Sector Composition

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
FNF icon
101
Fidelity National Financial
FNF
$12.7B
$607K 0.25%
13,082
AGM icon
102
Federal Agricultural Mortgage
AGM
$1.97B
$605K 0.25%
4,080
+50
HBAN icon
103
Huntington Bancshares
HBAN
$33.4B
$595K 0.24%
38,000
+3,500
SHOP icon
104
Shopify
SHOP
$144B
$591K 0.24%
+4,985
GOOG icon
105
Alphabet (Google) Class C
GOOG
$4.4T
$589K 0.24%
2,052
FITB
106
Fifth Third Bancorp
FITB
$47.1B
$563K 0.23%
12,125
+590
MU icon
107
Micron Technology
MU
$1.07T
$559K 0.23%
1,655
EPD icon
108
Enterprise Products Partners
EPD
$81.2B
$556K 0.23%
14,707
+83
BRK.B icon
109
Berkshire Hathaway Class B
BRK.B
$1.05T
$553K 0.23%
1,154
+110
STX icon
110
Seagate
STX
$198B
$548K 0.22%
1,400
CAH icon
111
Cardinal Health
CAH
$47.9B
$539K 0.22%
2,550
-100
NEE icon
112
NextEra Energy
NEE
$175B
$523K 0.21%
5,629
-298
DVN icon
113
Devon Energy
DVN
$52B
$510K 0.21%
10,129
JPC icon
114
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$507K 0.21%
67,250
+4,000
ALB icon
115
Albemarle
ALB
$17.7B
$483K 0.2%
2,691
-190
ABT icon
116
Abbott
ABT
$158B
$481K 0.2%
4,682
-14
XLV icon
117
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$477K 0.2%
3,255
VOT icon
118
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$472K 0.19%
1,836
+10
RGA icon
119
Reinsurance Group of America
RGA
$13.2B
$471K 0.19%
2,308
+76
DUK icon
120
Duke Energy
DUK
$95.1B
$470K 0.19%
3,586
D icon
121
Dominion Energy
D
$57.6B
$459K 0.19%
7,432
HAL icon
122
Halliburton
HAL
$33.8B
$455K 0.19%
11,670
GS icon
123
Goldman Sachs
GS
$308B
$438K 0.18%
518
UNM icon
124
Unum
UNM
$13.9B
$434K 0.18%
5,943
+5
FLO icon
125
Flowers Foods
FLO
$1.59B
$427K 0.17%
52,375
+3,850
3 4
5
6 7