IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$216M
1-Year Return
21.43%
This Quarter Return
-3.39%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$111M
AUM Growth
-$5.35M
(-4.6%)
Cap. Flow
-$973K
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
46.51%
Holding
143
New
3
Increased
33
Reduced
30
Closed
14
Top Buys
| 1 |
WRK
WestRock Company
WRK
|
+$2.78M |
| 2 |
Kraft Heinz
KHC
|
+$898K |
| 3 |
Blackstone
BX
|
+$203K |
| 4 |
Ford
F
|
+$94.1K |
| 5 |
Procter & Gamble
PG
|
+$73.4K |
Top Sells
| 1 |
Equifax
EFX
|
+$1.36M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.09M |
| 3 |
Kinder Morgan
KMI
|
+$254K |
| 4 |
Williams Companies
WMB
|
+$233K |
| 5 |
Lincoln National
LNC
|
+$225K |
Sector Composition
| 1 | Industrials | 27.41% |
| 2 | Technology | 16.18% |
| 3 | Financials | 10.83% |
| 4 | Consumer Staples | 10.32% |
| 5 | Consumer Discretionary | 7.69% |
