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
$144M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$225K
3
+$221K
4
BRO icon
Brown & Brown
BRO
+$211K
5
ALB icon
Albemarle
ALB
+$203K

Top Sells

1
+$1.38M
2
+$639K
3
+$209K
4
BX icon
Blackstone
BX
+$207K
5
JNJ icon
Johnson & Johnson
JNJ
+$141K

Sector Composition

1 Technology 25.92%
2 Industrials 22.75%
3 Consumer Staples 10.79%
4 Healthcare 9.7%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$301K 0.21%
13,001
-178
102
$295K 0.21%
2,037
103
$292K 0.2%
3,613
104
$292K 0.2%
36,200
+3,600
105
$290K 0.2%
12,495
106
$282K 0.2%
7,833
107
$278K 0.19%
3,864
108
$278K 0.19%
1,405
109
$275K 0.19%
4,980
110
$272K 0.19%
19,589
+7
111
$265K 0.18%
8,701
112
$264K 0.18%
19,165
113
$260K 0.18%
1,455
+300
114
$254K 0.18%
28,150
+3,000
115
$251K 0.17%
5,000
116
$246K 0.17%
4,298
117
$246K 0.17%
16,190
+500
118
$230K 0.16%
2,874
-170
119
$229K 0.16%
2,300
120
$226K 0.16%
12,000
121
$225K 0.16%
+1,773
122
$221K 0.15%
+1,600
123
$216K 0.15%
12,387
124
$211K 0.15%
+5,180
125
$211K 0.15%
19,625
+2,700
2 3 4
5
6