IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$9.74M
3
+$2.52M
4
HD icon
Home Depot
HD
+$2.46M
5
KO icon
Coca-Cola
KO
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.91%
2 Technology 15.7%
3 Financials 11.42%
4 Consumer Staples 8.51%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.24%
+3,147
102
$275K 0.24%
+2,470
103
$271K 0.23%
+9,450
104
$266K 0.23%
+9,722
105
$265K 0.23%
+2,213
106
$257K 0.22%
+24,200
107
$252K 0.22%
+11,507
108
$247K 0.21%
+18,944
109
$246K 0.21%
+11,323
110
$245K 0.21%
+2,124
111
$244K 0.21%
+17,000
112
$242K 0.21%
+50,213
113
$238K 0.21%
+5,274
114
$238K 0.21%
+6,555
115
$237K 0.21%
+5,280
116
$236K 0.2%
+28,859
117
$234K 0.2%
+65,842
118
$223K 0.19%
+18,450
119
$219K 0.19%
+3,800
120
$216K 0.19%
+10,447
121
$209K 0.18%
+2,189
122
$209K 0.18%
+4,656
123
$208K 0.18%
+4,353
124
$206K 0.18%
+3,175
125
$204K 0.18%
+13,300
2 3 4
5
6