IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$266K
3
+$228K
4
CSX icon
CSX Corp
CSX
+$215K
5
VTV icon
Vanguard Value ETF
VTV
+$200K

Top Sells

1
+$372K
2
+$310K
3
+$269K
4
BMY icon
Bristol-Myers Squibb
BMY
+$241K
5
GRBK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$297K 0.23%
2,715
+10
102
$293K 0.22%
5,535
103
$286K 0.22%
3,965
-65
104
$281K 0.21%
3,297
105
$276K 0.21%
1,275
+20
106
$271K 0.21%
7,686
-448
107
$269K 0.2%
18,979
+5
108
$260K 0.2%
19,500
109
$260K 0.2%
27,859
110
$251K 0.19%
5,321
-113
111
$249K 0.19%
10,368
112
$245K 0.19%
5,730
113
$243K 0.18%
2,189
114
$228K 0.17%
+8,950
115
$219K 0.17%
13,300
116
$217K 0.16%
3,796
117
$215K 0.16%
+21,123
118
$214K 0.16%
5,274
119
$205K 0.16%
4,775
-275
120
$203K 0.15%
5,180
121
$200K 0.15%
+2,300
122
$196K 0.15%
10,160
-1,499
123
$184K 0.14%
16,900
-100
124
$183K 0.14%
3,820
125
$166K 0.13%
5,725
-167
2 3 4
5
6