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
$150M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$397K
3
+$263K
4
BKI
Black Knight, Inc. Common Stock
BKI
+$208K
5
LUMN icon
Lumen
LUMN
+$137K

Top Sells

1
+$732K
2
+$484K
3
+$476K
4
AAPL icon
Apple
AAPL
+$323K
5
AMZN icon
Amazon
AMZN
+$221K

Sector Composition

1 Technology 27.36%
2 Industrials 20.52%
3 Consumer Staples 10.96%
4 Healthcare 9.43%
5 Consumer Discretionary 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.21%
13,109
+108
102
$316K 0.21%
12,195
-300
103
$309K 0.21%
10,519
+1,050
104
$296K 0.2%
4,950
-30
105
$289K 0.19%
1,355
-100
106
$285K 0.19%
7,833
107
$282K 0.19%
3,463
-150
108
$282K 0.19%
1,405
109
$281K 0.19%
19,595
+6
110
$269K 0.18%
53,325
+17,125
111
$260K 0.17%
18,340
-825
112
$258K 0.17%
28,150
113
$255K 0.17%
5,000
114
$255K 0.17%
2,874
115
$254K 0.17%
8,701
116
$251K 0.17%
1,758
-15
117
$249K 0.17%
15,950
+250
118
$246K 0.16%
4,212
-86
119
$240K 0.16%
2,300
120
$238K 0.16%
5,487
121
$235K 0.16%
2,630
122
$234K 0.16%
5,180
123
$230K 0.15%
21,525
+1,900
124
$220K 0.15%
15,500
125
$219K 0.15%
23,050
+1,075
2 3 4
5
6