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
$119M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$217K
3
+$216K
4
GPT
Gramercy Property Trust
GPT
+$183K
5
ABBV icon
AbbVie
ABBV
+$167K

Top Sells

1
+$515K
2
+$397K
3
+$228K
4
LUMN icon
Lumen
LUMN
+$71.7K
5
PSX icon
Phillips 66
PSX
+$64.4K

Sector Composition

1 Industrials 29.41%
2 Technology 14.63%
3 Financials 10.8%
4 Consumer Staples 10.42%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.22%
2,705
+95
102
$256K 0.21%
4,625
+100
103
$251K 0.21%
3,297
+150
104
$248K 0.21%
18,964
+5
105
$247K 0.21%
20,000
106
$242K 0.2%
16,525
+250
107
$242K 0.2%
11,545
+136
108
$239K 0.2%
5,600
109
$238K 0.2%
27,859
-1,000
110
$233K 0.2%
15,704
+1,221
111
$217K 0.18%
+3,158
112
$216K 0.18%
+2,189
113
$214K 0.18%
12,350
+1,000
114
$209K 0.18%
10,218
+873
115
$203K 0.17%
13,300
116
$202K 0.17%
6,900
+378
117
$184K 0.15%
26,148
+500
118
$183K 0.15%
+7,884
119
$175K 0.15%
11,077
+100
120
$172K 0.14%
37,863
-750
121
$165K 0.14%
57,400
+1,050
122
$156K 0.13%
3,820
123
$152K 0.13%
12,000
124
$117K 0.1%
+17,600
125
$114K 0.1%
10,349
2 3 4
5
6