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
$198M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$907K
3
+$645K
4
QCOM icon
Qualcomm
QCOM
+$265K
5
AMGN icon
Amgen
AMGN
+$232K

Top Sells

1
+$3.16M
2
+$1.78M
3
+$936K
4
VSCO icon
Victoria's Secret
VSCO
+$252K
5
VRT icon
Vertiv
VRT
+$241K

Sector Composition

1 Industrials 19.43%
2 Technology 18.35%
3 Financials 12.5%
4 Healthcare 12.11%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.2%
2,345
+225
102
$377K 0.19%
15,450
103
$377K 0.19%
719
-50
104
$374K 0.19%
5,014
-21
105
$370K 0.19%
1,513
-6
106
$370K 0.19%
2,014
+296
107
$370K 0.19%
53,791
+1,602
108
$369K 0.19%
8,190
-245
109
$368K 0.19%
46,250
+1,000
110
$365K 0.18%
2,650
-150
111
$360K 0.18%
24,000
112
$357K 0.18%
1,684
+5
113
$354K 0.18%
30,518
-3,000
114
$349K 0.18%
2,862
-83
115
$348K 0.18%
1,765
+1
116
$347K 0.18%
21,773
+4,282
117
$342K 0.17%
1,762
+4
118
$336K 0.17%
1,522
119
$334K 0.17%
1,225
120
$326K 0.17%
4,166
-597
121
$321K 0.16%
2,602
-100
122
$306K 0.15%
49,357
-620
123
$300K 0.15%
1,922
124
$290K 0.15%
3,627
125
$284K 0.14%
6,932
3 4
5
6 7