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
$144M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$226K
3
+$218K
4
USB icon
US Bancorp
USB
+$209K
5
RTX icon
RTX Corp
RTX
+$206K

Top Sells

1
+$984K
2
+$95K
3
+$79.9K
4
DIS icon
Walt Disney
DIS
+$51.2K
5
HPQ icon
HP
HPQ
+$45.8K

Sector Composition

1 Industrials 21.64%
2 Technology 18.23%
3 Financials 13.84%
4 Consumer Staples 10.35%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.26%
2,093
102
$364K 0.25%
3,653
103
$362K 0.25%
12,600
+3,300
104
$357K 0.25%
3,108
-100
105
$347K 0.24%
66,038
106
$347K 0.24%
4,999
107
$346K 0.24%
13,075
108
$339K 0.24%
2,125
109
$338K 0.24%
4,614
110
$335K 0.23%
7,693
-150
111
$331K 0.23%
13,395
112
$329K 0.23%
1,824
113
$323K 0.23%
34,500
114
$319K 0.22%
10,176
+150
115
$315K 0.22%
1,405
116
$309K 0.22%
14,626
117
$307K 0.21%
3,840
-1,000
118
$297K 0.21%
23,850
119
$296K 0.21%
10,735
+80
120
$285K 0.2%
7,286
121
$265K 0.18%
14,920
+150
122
$257K 0.18%
3,800
123
$257K 0.18%
4,980
124
$256K 0.18%
1,250
125
$255K 0.18%
2,300
3 4
5
6 7