IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$216M
1-Year Return
21.43%
This Quarter Return
+23.26%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$143M
AUM Growth
+$20.7M
(+17%)
Cap. Flow
-$566K
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
41.53%
Holding
145
New
2
Increased
45
Reduced
39
Closed
2
Top Buys
| 1 |
ODP
ODP
|
+$391K |
| 2 |
Lincoln National
LNC
|
+$223K |
| 3 |
General Dynamics
GD
|
+$212K |
| 4 |
Apple
AAPL
|
+$166K |
| 5 |
AT&T
T
|
+$136K |
Top Sells
| 1 |
Designer Brands
DBI
|
+$863K |
| 2 |
ARRS
ARRIS International plc Ordinary Shares
ARRS
|
+$507K |
| 3 |
CoreCard
CCRD
|
+$176K |
| 4 |
Boeing
BA
|
+$156K |
| 5 |
Aflac
AFL
|
+$90K |
Sector Composition
| 1 | Technology | 23.1% |
| 2 | Industrials | 19.87% |
| 3 | Financials | 12.79% |
| 4 | Consumer Staples | 10.5% |
| 5 | Healthcare | 8.68% |
