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
$143M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$223K
3
+$212K
4
AAPL icon
Apple
AAPL
+$166K
5
T icon
AT&T
T
+$136K

Top Sells

1
+$863K
2
+$507K
3
+$176K
4
BA icon
Boeing
BA
+$156K
5
AFL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.23%
13,050
+150
102
$330K 0.23%
64,038
103
$327K 0.23%
13,095
-300
104
$324K 0.23%
2,037
105
$322K 0.23%
9,900
-126
106
$321K 0.22%
8,866
107
$317K 0.22%
4,786
-58
108
$315K 0.22%
1,824
109
$313K 0.22%
4,856
110
$311K 0.22%
15,540
-300
111
$309K 0.22%
14,426
-200
112
$307K 0.21%
15,812
113
$291K 0.2%
1,232
114
$280K 0.2%
9,560
-400
115
$279K 0.19%
10,851
+105
116
$277K 0.19%
5,801
+125
117
$270K 0.19%
1,405
118
$267K 0.19%
4,980
119
$251K 0.18%
6,585
+425
120
$248K 0.17%
2,300
121
$247K 0.17%
19,401
+4
122
$243K 0.17%
19,150
123
$232K 0.16%
1,155
124
$223K 0.16%
+3,800
125
$220K 0.15%
22,000
2 3 4
5
6