IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $235M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$121K
3
+$98.8K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$97K
5
BX icon
Blackstone
BX
+$92.4K

Top Sells

1
+$285K
2
+$257K
3
+$256K
4
SCG
Scana
SCG
+$241K
5
USB icon
US Bancorp
USB
+$209K

Sector Composition

1 Technology 19.84%
2 Industrials 18.88%
3 Financials 13.47%
4 Consumer Staples 11.04%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.25%
8,153
+900
102
$305K 0.25%
5,164
103
$300K 0.25%
64,038
-2,000
104
$297K 0.24%
4,844
105
$295K 0.24%
5,676
-1,087
106
$293K 0.24%
1,824
107
$288K 0.24%
4,856
-143
108
$287K 0.23%
3,108
109
$277K 0.23%
13,395
110
$276K 0.23%
8,866
+2,665
111
$269K 0.22%
2,037
-88
112
$268K 0.22%
10,000
113
$265K 0.22%
9,960
-500
114
$260K 0.21%
23,850
115
$256K 0.21%
10,746
+11
116
$244K 0.2%
15,840
+920
117
$238K 0.19%
12,900
-175
118
$236K 0.19%
1,155
+100
119
$235K 0.19%
1,405
120
$229K 0.19%
19,397
+5
121
$228K 0.19%
19,150
+4,618
122
$225K 0.18%
4,980
123
$225K 0.18%
2,300
124
$212K 0.17%
14,985
+475
125
$205K 0.17%
26,130
3 4
5
6 7