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
$212M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$273K
3
+$267K
4
PFE icon
Pfizer
PFE
+$235K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$228K

Top Sells

1
+$3.73M
2
+$3.68M
3
+$3M
4
WRK
WestRock Company
WRK
+$437K
5
PM icon
Philip Morris
PM
+$355K

Sector Composition

1 Industrials 20.99%
2 Technology 18.96%
3 Healthcare 11.87%
4 Financials 11.28%
5 Consumer Staples 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$410K 0.19%
8,990
+12
102
$402K 0.19%
7,772
-300
103
$398K 0.19%
15,765
104
$396K 0.19%
51,577
+5,101
105
$394K 0.19%
2,019
106
$386K 0.18%
1,497
+275
107
$386K 0.18%
10,748
108
$384K 0.18%
1,762
-74
109
$381K 0.18%
3,877
-10
110
$378K 0.18%
1,250
111
$375K 0.18%
1,816
112
$375K 0.18%
52,850
+2,925
113
$369K 0.17%
6,208
+7
114
$368K 0.17%
2,802
115
$365K 0.17%
45,250
+1,250
116
$364K 0.17%
1,494
+179
117
$353K 0.17%
24,000
-150
118
$350K 0.17%
33,518
119
$347K 0.16%
1,749
+4
120
$340K 0.16%
2,945
121
$333K 0.16%
11,470
+169
122
$327K 0.15%
2,010
-1,200
123
$326K 0.15%
18,050
124
$325K 0.15%
1,575
125
$323K 0.15%
2,925
3 4
5
6 7