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
$187M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$325K
3
+$317K
4
TSN icon
Tyson Foods
TSN
+$249K
5
TFC icon
Truist Financial
TFC
+$211K

Top Sells

1
+$2.5M
2
+$804K
3
+$383K
4
MCD icon
McDonald's
MCD
+$354K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$349K

Sector Composition

1 Industrials 17.87%
2 Technology 17.86%
3 Healthcare 11.26%
4 Financials 10.44%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$439K 0.23%
23,225
102
$439K 0.23%
1,816
103
$428K 0.23%
1,308
-335
104
$418K 0.22%
4,045
+285
105
$413K 0.22%
23,590
+400
106
$406K 0.22%
3,463
107
$388K 0.21%
34,650
+7,000
108
$388K 0.21%
4,410
+257
109
$365K 0.2%
3,602
-50
110
$362K 0.19%
12,850
+200
111
$361K 0.19%
10,004
112
$355K 0.19%
12,950
-800
113
$351K 0.19%
1,015
114
$350K 0.19%
5,460
115
$347K 0.19%
1,816
-100
116
$333K 0.18%
16,550
117
$325K 0.17%
+6,425
118
$321K 0.17%
5,835
+100
119
$319K 0.17%
10,483
120
$318K 0.17%
5,535
-500
121
$318K 0.17%
3,295
+37
122
$317K 0.17%
+3,866
123
$314K 0.17%
4,037
124
$301K 0.16%
975
125
$295K 0.16%
19,100
3 4
5
6 7