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
$187M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$325K
3
+$317K
4
TSN icon
Tyson Foods
TSN
+$249K
5
TFC icon
Truist Financial
TFC
+$211K

Top Sells

1
+$2.5M
2
+$804K
3
+$383K
4
MCD icon
McDonald's
MCD
+$354K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$349K

Sector Composition

1 Industrials 17.87%
2 Technology 17.86%
3 Healthcare 11.26%
4 Financials 10.44%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.16%
1,575
127
$291K 0.16%
9,898
128
$290K 0.15%
7,325
-100
129
$287K 0.15%
1,032
-200
130
$285K 0.15%
1,250
131
$280K 0.15%
1,239
-49
132
$276K 0.15%
8,094
-166
133
$275K 0.15%
2,122
134
$270K 0.14%
7,085
-98
135
$269K 0.14%
9,016
-36
136
$267K 0.14%
1,733
+9
137
$267K 0.14%
1,119
-1,125
138
$263K 0.14%
17,140
139
$259K 0.14%
1,954
-249
140
$250K 0.13%
9,465
-2,000
141
$249K 0.13%
+4,205
142
$249K 0.13%
3,953
+106
143
$241K 0.13%
5,260
+2
144
$240K 0.13%
9,025
+400
145
$237K 0.13%
7,885
+10
146
$231K 0.12%
8,870
-40
147
$230K 0.12%
35,000
-6,500
148
$230K 0.12%
3,050
149
$228K 0.12%
3,278
-167
150
$228K 0.12%
3,918
4 5
6
7 8