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
$210M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$313K
3
+$298K
4
NWL icon
Newell Brands
NWL
+$278K
5
WBA
Walgreens Boots Alliance
WBA
+$267K

Top Sells

1
+$272K
2
+$269K
3
+$219K
4
USB icon
US Bancorp
USB
+$211K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$207K

Sector Composition

1 Industrials 20.81%
2 Technology 20.64%
3 Financials 11.23%
4 Healthcare 9.89%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$471K 0.22%
4,007
102
$469K 0.22%
10,578
-1,850
103
$467K 0.22%
32,500
-10,000
104
$467K 0.22%
8,404
-125
105
$456K 0.22%
7,813
-20
106
$444K 0.21%
1,281
+51
107
$430K 0.2%
1,911
-100
108
$426K 0.2%
27,650
109
$425K 0.2%
3,463
110
$425K 0.2%
2,037
111
$423K 0.2%
6,605
-300
112
$423K 0.2%
4,850
113
$415K 0.2%
6,651
114
$412K 0.2%
5,487
115
$411K 0.2%
2,916
+106
116
$404K 0.19%
27,470
-150
117
$390K 0.19%
4,037
118
$385K 0.18%
6,788
-442
119
$375K 0.18%
9,553
-549
120
$374K 0.18%
13,600
-100
121
$369K 0.18%
8,475
+50
122
$363K 0.17%
9,648
123
$355K 0.17%
5,050
124
$349K 0.17%
1,391
125
$346K 0.16%
35,500
-1,000
3 4
5
6 7