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
$172M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$964K
3
+$834K
4
BX icon
Blackstone
BX
+$662K
5
LUMN icon
Lumen
LUMN
+$546K

Top Sells

1
+$211K
2
+$208K
3
+$203K
4
EFX icon
Equifax
EFX
+$197K
5
OXY icon
Occidental Petroleum
OXY
+$162K

Sector Composition

1 Technology 22.79%
2 Industrials 17.78%
3 Financials 11.86%
4 Consumer Staples 10.97%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$302K 0.18%
2,300
127
$298K 0.17%
17,890
128
$298K 0.17%
21,797
129
$294K 0.17%
18,090
130
$291K 0.17%
19,607
+4
131
$277K 0.16%
2,874
132
$266K 0.15%
+3,350
133
$259K 0.15%
+8,200
134
$258K 0.15%
+5,000
135
$252K 0.15%
+10,000
136
$250K 0.15%
13,465
137
$245K 0.14%
6,245
+500
138
$243K 0.14%
1,000
139
$241K 0.14%
800
140
$233K 0.14%
+6,225
141
$233K 0.14%
10,600
142
$231K 0.13%
5,050
-130
143
$228K 0.13%
15,500
+4,000
144
$227K 0.13%
+1,250
145
$224K 0.13%
+1,922
146
$220K 0.13%
3,543
147
$212K 0.12%
+5,900
148
$210K 0.12%
+3,800
149
$208K 0.12%
+802
150
$203K 0.12%
+4,380
3 4 5
6
7