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
$143M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$223K
3
+$212K
4
AAPL icon
Apple
AAPL
+$166K
5
T icon
AT&T
T
+$136K

Top Sells

1
+$863K
2
+$507K
3
+$176K
4
BA icon
Boeing
BA
+$156K
5
AFL icon
Aflac
AFL
+$90K

Sector Composition

1 Technology 23.1%
2 Industrials 19.87%
3 Financials 12.79%
4 Consumer Staples 10.5%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.15%
+1,250
127
$211K 0.15%
16,350
+600
128
$210K 0.15%
24,130
-2,000
129
$205K 0.14%
16,500
-1,000
130
$200K 0.14%
12,962
131
$192K 0.13%
15,102
+117
132
$192K 0.13%
13,300
133
$190K 0.13%
3,378
-222
134
$185K 0.13%
10,000
135
$171K 0.12%
14,504
136
$135K 0.09%
17,500
137
$134K 0.09%
16,927
138
$133K 0.09%
89,550
+10,000
139
$69K 0.05%
18,000
140
$58K 0.04%
3,684
-666
141
$50K 0.03%
34,750
+500
142
$26K 0.02%
10,000
143
$18K 0.01%
1,170
144
– –
-34,938
145
– –
-16,583
2 3 4 5
6