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
$186M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$315K
3
+$292K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K

Top Sells

1
+$418K
2
+$416K
3
+$376K
4
EFX icon
Equifax
EFX
+$240K
5
CMI icon
Cummins
CMI
+$208K

Sector Composition

1 Technology 20.45%
2 Industrials 19.83%
3 Financials 11.79%
4 Consumer Staples 10.36%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$307K 0.17%
21,601
+3,900
127
$306K 0.16%
2,429
+507
128
$303K 0.16%
18,090
129
$300K 0.16%
1,029
+29
130
$299K 0.16%
19,013
-594
131
$297K 0.16%
9,848
132
$292K 0.16%
+1,250
133
$291K 0.16%
6,385
-150
134
$288K 0.15%
13,465
135
$288K 0.15%
2,917
+43
136
$282K 0.15%
8,850
+650
137
$273K 0.15%
7,400
+1,500
138
$268K 0.14%
5,050
139
$267K 0.14%
10,000
140
$264K 0.14%
+4,909
141
$262K 0.14%
3,350
142
$256K 0.14%
10,600
143
$252K 0.14%
6,245
144
$249K 0.13%
800
145
$243K 0.13%
+4,479
146
$242K 0.13%
15,500
147
$238K 0.13%
6,225
148
$235K 0.13%
1,250
149
$221K 0.12%
3,657
+114
150
$220K 0.12%
+1,280
3 4 5
6
7