IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $235M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$898K
3
+$203K
4
F icon
Ford
F
+$94K
5
PG icon
Procter & Gamble
PG
+$73.4K

Top Sells

1
+$1.36M
2
+$1.09M
3
+$254K
4
WMB icon
Williams Companies
WMB
+$233K
5
LNC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243K 0.22%
20,000
-500
102
$242K 0.22%
18,959
+5
103
$236K 0.21%
28,859
104
$234K 0.21%
7,275
+1,035
105
$233K 0.21%
14,483
+1,967
106
$233K 0.21%
3,147
107
$230K 0.21%
5,600
108
$230K 0.21%
4,525
109
$228K 0.2%
62,355
-4,000
110
$227K 0.2%
11,409
111
$221K 0.2%
11,350
+350
112
$203K 0.18%
+6,522
113
$202K 0.18%
9,345
114
$191K 0.17%
13,300
115
$174K 0.16%
38,613
116
$174K 0.16%
25,648
117
$168K 0.15%
10,977
118
$153K 0.14%
3,820
-533
119
$148K 0.13%
15,294
-50
120
$146K 0.13%
12,000
-1,000
121
$110K 0.1%
10,349
122
$97K 0.09%
56,350
-250
123
$77K 0.07%
19,110
-4,895
124
$74K 0.07%
12,090
125
$73K 0.07%
14,618
2 3 4
5
6