IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$216M
1-Year Return
21.43%
This Quarter Return
+1.9%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$120M
AUM Growth
+$876K
(+0.73%)
Cap. Flow
-$330K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
47%
Holding
135
New
3
Increased
44
Reduced
33
Closed
4
Top Buys
| 1 |
B&G Foods
BGS
|
$346K |
| 2 |
Oracle
ORCL
|
$212K |
| 3 |
JCP
J.C. Penney Company, Inc.
JCP
|
$206K |
| 4 |
Nokia
NOK
|
$195K |
| 5 |
Ford
F
|
$161K |
Top Sells
| 1 |
RAD
Rite Aid Corporation
RAD
|
$721K |
| 2 |
Equifax
EFX
|
$403K |
| 3 |
Marathon Petroleum
MPC
|
$273K |
| 4 |
UnitedHealth
UNH
|
$129K |
| 5 |
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% |
