IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$964K
3
+$834K
4
BX icon
Blackstone
BX
+$662K
5
LUMN icon
Lumen
LUMN
+$546K

Top Sells

1
+$211K
2
+$208K
3
+$203K
4
EFX icon
Equifax
EFX
+$197K
5
OXY icon
Occidental Petroleum
OXY
+$162K

Sector Composition

1 Technology 22.79%
2 Industrials 17.78%
3 Financials 11.86%
4 Consumer Staples 10.97%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$418K 0.24%
+5,090
102
$406K 0.24%
2,518
103
$401K 0.23%
7,833
104
$395K 0.23%
3,463
105
$393K 0.23%
1,719
106
$393K 0.23%
5,487
107
$384K 0.22%
24,381
+4,100
108
$382K 0.22%
19,225
109
$382K 0.22%
11,895
110
$380K 0.22%
40,000
-1,000
111
$380K 0.22%
11,931
112
$377K 0.22%
7,055
+86
113
$376K 0.22%
+10,452
114
$345K 0.2%
1,232
115
$341K 0.2%
4,037
-175
116
$340K 0.2%
4,850
117
$330K 0.19%
17,701
118
$329K 0.19%
6,535
119
$328K 0.19%
1,733
120
$324K 0.19%
15,100
121
$321K 0.19%
13,500
122
$317K 0.18%
8,701
123
$317K 0.18%
+1,130
124
$313K 0.18%
9,848
125
$310K 0.18%
3,802
-25
3 4
5
6 7