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IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $244M
1-Year Est. Return 27.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$757K
3
+$655K
4
NFLX icon
Netflix
NFLX
+$540K
5
CRWV
CoreWeave Inc
CRWV
+$466K

Top Sells

1
+$2.26M
2
+$1.79M
3
+$1.19M
4
AZN icon
AstraZeneca
AZN
+$1.16M
5
BDX icon
Becton Dickinson
BDX
+$228K

Sector Composition

1 Technology 20.49%
2 Industrials 17.36%
3 Financials 12.92%
4 Healthcare 11.57%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLX icon
126
Clorox
CLX
$11.5B
$423K 0.17%
4,081
-146
CRWV
127
CoreWeave Inc
CRWV
$55.9B
$416K 0.17%
+5,370
GD icon
128
General Dynamics
GD
$92.2B
$414K 0.17%
1,205
-10
BGS icon
129
B&G Foods
BGS
$307M
$405K 0.17%
84,260
+18,804
VIG icon
130
Vanguard Dividend Appreciation ETF
VIG
$108B
$404K 0.17%
1,878
+4
LOW icon
131
Lowe's Companies
LOW
$117B
$403K 0.16%
1,705
FISV
132
Fiserv Inc
FISV
$28.1B
$397K 0.16%
7,111
+135
SCHW icon
133
Charles Schwab
SCHW
$153B
$388K 0.16%
4,127
+3
MOS icon
134
The Mosaic Company
MOS
$6.8B
$387K 0.16%
15,055
+1,911
CEF icon
135
Sprott Physical Gold and Silver Trust
CEF
$8.16B
$385K 0.16%
8,073
PSX icon
136
Phillips 66
PSX
$73.5B
$385K 0.16%
2,113
IP icon
137
International Paper
IP
$17.4B
$370K 0.15%
10,352
+150
IDV icon
138
iShares International Select Dividend ETF
IDV
$8.44B
$355K 0.15%
8,345
+1,006
PHYS icon
139
Sprott Physical Gold
PHYS
$15.5B
$354K 0.15%
10,000
SHEL icon
140
Shell
SHEL
$241B
$342K 0.14%
3,675
FDX icon
141
FedEx
FDX
$78.8B
$340K 0.14%
954
+100
VYMI icon
142
Vanguard International High Dividend Yield ETF
VYMI
$19.2B
$339K 0.14%
3,600
DVY icon
143
iShares Select Dividend ETF
DVY
$22.5B
$319K 0.13%
2,110
MPC icon
144
Marathon Petroleum
MPC
$77.7B
$311K 0.13%
1,275
-50
GIS icon
145
General Mills
GIS
$17.7B
$311K 0.13%
8,367
+1,203
ALKS icon
146
Alkermes
ALKS
$7.08B
$303K 0.12%
+8,600
TXN icon
147
Texas Instruments
TXN
$265B
$301K 0.12%
1,550
WBD icon
148
Warner Bros
WBD
$66.4B
$298K 0.12%
10,868
-1,847
URI icon
149
United Rentals
URI
$67.9B
$297K 0.12%
408
+25
ETN icon
150
Eaton
ETN
$157B
$294K 0.12%
823
4 5
6
7 8