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
$120M
AUM Growth
+$876K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$212K
3
+$206K
4
NOK icon
Nokia
NOK
+$195K
5
F icon
Ford
F
+$161K

Top Sells

1
+$721K
2
+$403K
3
+$273K
4
UNH icon
UnitedHealth
UNH
+$129K
5
HD icon
Home Depot
HD
+$85.4K

Sector Composition

1 Industrials 29.62%
2 Technology 15.27%
3 Consumer Staples 11.26%
4 Financials 10.05%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.23%
8,362
+100
102
$269K 0.22%
3,796
103
$261K 0.22%
18,970
+6
104
$254K 0.21%
3,297
105
$252K 0.21%
8,134
106
$250K 0.21%
20,000
107
$250K 0.21%
27,859
108
$234K 0.19%
2,189
109
$233K 0.19%
17,075
+550
110
$233K 0.19%
10,218
111
$230K 0.19%
11,659
+114
112
$225K 0.19%
5,391
113
$213K 0.18%
5,250
-350
114
$212K 0.18%
+5,180
115
$208K 0.17%
13,300
116
$205K 0.17%
7,300
+400
117
$203K 0.17%
11,077
118
$202K 0.17%
3,158
119
$192K 0.16%
67,400
+10,000
120
$183K 0.15%
12,550
+200
121
$171K 0.14%
16,500
+500
122
$167K 0.14%
37,863
123
$158K 0.13%
20,800
+7,650
124
$156K 0.13%
3,820
125
$156K 0.13%
12,000
2 3 4
5
6