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
$135M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$272K
3
+$262K
4
LNC icon
Lincoln National
LNC
+$252K
5
VHT icon
Vanguard Health Care ETF
VHT
+$219K

Top Sells

1
+$203K
2
+$166K
3
+$139K
4
LEO
BNY Mellon Strategic Municipals
LEO
+$67.3K
5
ROL icon
Rollins
ROL
+$50.1K

Sector Composition

1 Industrials 27.68%
2 Technology 15.97%
3 Financials 12.04%
4 Consumer Staples 10.3%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.23%
37,395
+135
102
$306K 0.23%
2,090
103
$295K 0.22%
19,906
-1,250
104
$285K 0.21%
35,500
-4,000
105
$282K 0.21%
3,965
106
$278K 0.21%
1,244
-31
107
$272K 0.2%
+1,137
108
$269K 0.2%
6,556
+826
109
$266K 0.2%
5,274
110
$262K 0.19%
+4,478
111
$262K 0.19%
13,854
-200
112
$253K 0.19%
19,500
113
$252K 0.19%
+3,800
114
$249K 0.18%
10,818
+450
115
$246K 0.18%
18,983
+4
116
$245K 0.18%
4,775
117
$242K 0.18%
8,950
118
$242K 0.18%
2,177
-12
119
$241K 0.18%
10,385
+225
120
$221K 0.16%
16,750
-150
121
$220K 0.16%
4,137
+341
122
$219K 0.16%
+1,728
123
$216K 0.16%
+1,250
124
$214K 0.16%
2,300
125
$212K 0.16%
9,229
-2,050
2 3 4
5
6