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
$197M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$970K
3
+$914K
4
LLY icon
Eli Lilly
LLY
+$366K
5
HD icon
Home Depot
HD
+$346K

Top Sells

1
+$3.26M
2
+$1.49M
3
+$1M
4
DUK icon
Duke Energy
DUK
+$981K
5
BBWI icon
Bath & Body Works
BBWI
+$946K

Sector Composition

1 Industrials 20.67%
2 Technology 17.85%
3 Healthcare 11.4%
4 Financials 10.28%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$281K 0.14%
2,895
-10,115
127
$279K 0.14%
6,175
-150
128
$276K 0.14%
41,000
+6,000
129
$273K 0.14%
14,275
-450
130
$268K 0.14%
1,575
-1,000
131
$267K 0.14%
1,032
132
$266K 0.13%
18,509
+230
133
$254K 0.13%
16,890
134
$250K 0.13%
3,231
-167
135
$241K 0.12%
1,000
136
$231K 0.12%
5,335
-100
137
$230K 0.12%
919
-200
138
$220K 0.11%
+383
139
$219K 0.11%
+3,126
140
$218K 0.11%
7,465
141
$217K 0.11%
2,150
142
$215K 0.11%
12,065
+19
143
$210K 0.11%
19,078
+7
144
$207K 0.11%
820
145
$207K 0.1%
+7,795
146
$165K 0.08%
16,000
+2,500
147
$164K 0.08%
14,431
+227
148
$159K 0.08%
10,000
149
$134K 0.07%
20,000
-3,000
150
$113K 0.06%
17,824
3 4 5
6
7