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
$186M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$315K
3
+$292K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K

Top Sells

1
+$418K
2
+$416K
3
+$376K
4
EFX icon
Equifax
EFX
+$240K
5
CMI icon
Cummins
CMI
+$208K

Sector Composition

1 Technology 20.45%
2 Industrials 19.83%
3 Financials 11.79%
4 Consumer Staples 10.36%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$440K 0.24%
3,289
-30
102
$432K 0.23%
5,536
+49
103
$427K 0.23%
1,232
104
$426K 0.23%
7,055
105
$422K 0.23%
62,775
+7,150
106
$420K 0.23%
7,833
107
$418K 0.22%
2,518
108
$409K 0.22%
28,650
109
$404K 0.22%
3,463
110
$382K 0.21%
11,895
111
$378K 0.2%
4,850
112
$377K 0.2%
25,881
+1,500
113
$376K 0.2%
+2,230
114
$365K 0.2%
4,037
115
$364K 0.2%
36,500
-3,500
116
$357K 0.19%
19,590
+1,700
117
$349K 0.19%
15,100
118
$348K 0.19%
8,701
119
$333K 0.18%
1,733
120
$327K 0.18%
13,500
121
$327K 0.18%
1,130
122
$318K 0.17%
3,702
-100
123
$316K 0.17%
2,300
124
$311K 0.17%
21,797
125
$310K 0.17%
21,726
+9,100
3 4
5
6 7