IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM $216M
1-Year Return
21.43%
This Quarter Return
+6.6%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$144M
AUM Growth
+$7.03M
(+5.1%)
Cap. Flow
-$17.8K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
38.34%
Holding
154
New
5
Increased
35
Reduced
33
Closed
2
Top Buys
| 1 |
ODP
ODP
|
+$407K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$226K |
| 3 |
Campbell Soup
CPB
|
+$218K |
| 4 |
US Bancorp
USB
|
+$209K |
| 5 |
RTX Corp
RTX
|
+$206K |
Top Sells
| 1 |
Equifax
EFX
|
+$984K |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$95K |
| 3 |
Duke Energy
DUK
|
+$79.9K |
| 4 |
Walt Disney
DIS
|
+$51.2K |
| 5 |
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% |
