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
$210M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$313K
3
+$298K
4
NWL icon
Newell Brands
NWL
+$278K
5
WBA
Walgreens Boots Alliance
WBA
+$267K

Top Sells

1
+$272K
2
+$269K
3
+$219K
4
USB icon
US Bancorp
USB
+$211K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$207K

Sector Composition

1 Industrials 20.81%
2 Technology 20.64%
3 Financials 11.23%
4 Healthcare 9.89%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$346K 0.16%
21,790
+1,450
127
$342K 0.16%
6,169
+217
128
$340K 0.16%
8,701
129
$339K 0.16%
+1,310
130
$338K 0.16%
14,800
131
$338K 0.16%
2,300
132
$322K 0.15%
1,708
133
$313K 0.15%
+3,029
134
$309K 0.15%
21,797
135
$305K 0.15%
2,909
-8
136
$302K 0.14%
17,140
-550
137
$300K 0.14%
13,465
138
$297K 0.14%
19,027
+8
139
$296K 0.14%
1,232
140
$294K 0.14%
3,150
-100
141
$291K 0.14%
4,380
142
$284K 0.14%
2,733
+300
143
$271K 0.13%
11,764
+1,157
144
$267K 0.13%
+5,125
145
$265K 0.13%
3,652
146
$261K 0.12%
1,250
147
$260K 0.12%
1,560
148
$260K 0.12%
+6,645
149
$258K 0.12%
5,935
-300
150
$257K 0.12%
2,347
+227
4 5
6
7 8