IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$216M
This Quarter Return
+5.66%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$157M
AUM Growth
+$157M
(+5.9%)
Cap. Flow
+$2.51M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
43.62%
Holding
150
New
4
Increased
53
Reduced
30
Closed
–
Top Buys
| 1 |
Blackstone
BX
|
$718K |
| 2 |
Kellanova
K
|
$219K |
| 3 |
Kroger
KR
|
$205K |
| 4 |
ODP
ODP
|
$172K |
| 5 |
AT&T
T
|
$151K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$212K |
| 2 |
PRMW
Primo Water Corporation
PRMW
|
$90.6K |
| 3 |
United Parcel Service
UPS
|
$80.8K |
| 4 |
Aflac
AFL
|
$71.6K |
| 5 |
DuPont de Nemours
DD
|
$42.6K |
Sector Composition
| 1 | Technology | 23.8% |
| 2 | Industrials | 20.67% |
| 3 | Financials | 12.94% |
| 4 | Consumer Staples | 10.6% |
| 5 | Healthcare | 8.03% |
