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
$144M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$226K
3
+$218K
4
USB icon
US Bancorp
USB
+$209K
5
RTX icon
RTX Corp
RTX
+$206K

Top Sells

1
+$984K
2
+$95K
3
+$79.9K
4
DIS icon
Walt Disney
DIS
+$51.2K
5
HPQ icon
HP
HPQ
+$45.8K

Sector Composition

1 Industrials 21.64%
2 Technology 18.23%
3 Financials 13.84%
4 Consumer Staples 10.35%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.17%
6,200
127
$233K 0.16%
19,392
+4
128
$226K 0.16%
+1,055
129
$224K 0.16%
30,500
130
$224K 0.16%
13,762
-2,413
131
$218K 0.15%
+5,960
132
$218K 0.15%
26,130
-500
133
$217K 0.15%
14,532
134
$214K 0.15%
17,500
135
$209K 0.15%
11,904
136
$209K 0.15%
+3,950
137
$208K 0.14%
14,950
-200
138
$206K 0.14%
+2,345
139
$201K 0.14%
2,116
-1,000
140
$200K 0.14%
6,201
-196
141
$196K 0.14%
3,600
142
$180K 0.13%
13,300
143
$149K 0.1%
10,000
144
$142K 0.1%
32,250
+8,800
145
$135K 0.09%
18,059
146
$116K 0.08%
70,050
+1,565
147
$92K 0.06%
2,725
-250
148
$84K 0.06%
18,613
149
$75K 0.05%
18,000
150
$52K 0.04%
1,000
3 4 5
6
7