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
$148M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$302K
3
+$280K
4
HPE icon
Hewlett Packard
HPE
+$240K
5
PYPL icon
PayPal
PYPL
+$234K

Top Sells

1
+$6.89M
2
+$4.89M
3
+$2.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$950K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$924K

Sector Composition

1 Technology 25.13%
2 Industrials 20.35%
3 Consumer Staples 11.38%
4 Financials 10.41%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$314K 0.21%
4,850
-100
102
$310K 0.21%
5,487
103
$308K 0.21%
4,514
-2,465
104
$307K 0.21%
4,212
105
$306K 0.21%
13,500
-350
106
$302K 0.2%
+20,000
107
$302K 0.2%
1,232
108
$296K 0.2%
19,603
+8
109
$289K 0.2%
19,225
-2,300
110
$288K 0.19%
6,969
-3,550
111
$285K 0.19%
15,100
-200
112
$284K 0.19%
18,090
-250
113
$284K 0.19%
1,733
-25
114
$280K 0.19%
+30,000
115
$278K 0.19%
8,701
116
$274K 0.19%
2,300
117
$268K 0.18%
3,827
-37
118
$265K 0.18%
10,200
-5,750
119
$263K 0.18%
2,874
120
$246K 0.17%
5,180
121
$245K 0.17%
17,890
+600
122
$242K 0.16%
9,848
-350
123
$240K 0.16%
+20,281
124
$236K 0.16%
21,797
125
$235K 0.16%
17,701
+7,225
2 3 4
5
6