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
$192M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$471K
3
+$288K
4
FISV
Fiserv Inc
FISV
+$264K
5
RGA icon
Reinsurance Group of America
RGA
+$236K

Top Sells

1
+$449K
2
+$389K
3
+$329K
4
BX icon
Blackstone
BX
+$265K
5
UNM icon
Unum
UNM
+$215K

Sector Composition

1 Technology 21.14%
2 Industrials 19.69%
3 Financials 12.05%
4 Consumer Staples 9.74%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$432K 0.22%
2,037
-17
102
$429K 0.22%
30,096
+4,215
103
$428K 0.22%
2,011
104
$427K 0.22%
27,650
-1,000
105
$427K 0.22%
6,905
-150
106
$423K 0.22%
4,850
107
$416K 0.22%
7,230
108
$408K 0.21%
7,833
109
$397K 0.21%
3,463
110
$394K 0.2%
6,651
-100
111
$392K 0.2%
27,620
+320
112
$387K 0.2%
5,487
-49
113
$374K 0.19%
4,037
114
$369K 0.19%
2,518
115
$361K 0.19%
36,500
116
$361K 0.19%
1,230
+100
117
$361K 0.19%
10,102
+1,252
118
$358K 0.19%
8,425
+2,200
119
$358K 0.19%
2,810
+381
120
$349K 0.18%
1,232
121
$346K 0.18%
8,701
122
$342K 0.18%
10,600
+3,200
123
$340K 0.18%
20,340
+750
124
$331K 0.17%
21,797
125
$328K 0.17%
26,380
+11,380
3 4
5
6 7