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
$192M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$471K
3
+$288K
4
FISV
Fiserv Inc
FISV
+$264K
5
RGA icon
Reinsurance Group of America
RGA
+$236K

Top Sells

1
+$449K
2
+$389K
3
+$329K
4
BX icon
Blackstone
BX
+$265K
5
UNM icon
Unum
UNM
+$215K

Sector Composition

1 Technology 21.14%
2 Industrials 19.69%
3 Financials 12.05%
4 Consumer Staples 9.74%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.17%
1,708
-25
127
$324K 0.17%
13,700
+200
128
$320K 0.17%
14,800
-300
129
$311K 0.16%
2,300
130
$310K 0.16%
5,952
+1,043
131
$293K 0.15%
1,391
+141
132
$289K 0.15%
19,019
+6
133
$285K 0.15%
2,917
134
$282K 0.15%
13,465
135
$280K 0.15%
5,050
136
$278K 0.14%
17,690
-400
137
$272K 0.14%
1,045
+16
138
$269K 0.14%
6,035
-210
139
$264K 0.14%
3,250
-100
140
$264K 0.14%
+2,433
141
$264K 0.14%
9,648
-200
142
$261K 0.14%
6,235
-150
143
$256K 0.13%
3,652
-50
144
$256K 0.13%
1,560
+280
145
$256K 0.13%
10,607
+607
146
$245K 0.13%
1,250
147
$236K 0.12%
+2,120
148
$235K 0.12%
15,500
149
$235K 0.12%
800
150
$234K 0.12%
859
+74
3 4 5
6
7