IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$216M
This Quarter Return
+3.87%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$132M
AUM Growth
+$132M
(+2.5%)
Cap. Flow
-$833K
Cap. Flow
% of AUM
-0.63%
Top 10 Holdings %
Top 10 Hldgs %
48.02%
Holding
137
New
4
Increased
24
Reduced
58
Closed
4
Top Buys
| 1 |
AstraZeneca
AZN
|
$413K |
| 2 |
WRK
WestRock Company
WRK
|
$266K |
| 3 |
Blackstone
BX
|
$228K |
| 4 |
CSX Corp
CSX
|
$215K |
| 5 |
Vanguard Value ETF
VTV
|
$200K |
Top Sells
| 1 |
Alcoa
AA
|
$372K |
| 2 |
EMC
EMC CORPORATION
EMC
|
$310K |
| 3 |
Equifax
EFX
|
$269K |
| 4 |
Bristol-Myers Squibb
BMY
|
$241K |
| 5 |
Green Brick Partners
GRBK
|
$166K |
Sector Composition
| 1 | Industrials | 30.53% |
| 2 | Technology | 16.2% |
| 3 | Consumer Staples | 10.39% |
| 4 | Financials | 9.89% |
| 5 | Consumer Discretionary | 7.36% |
