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
$212M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$273K
3
+$267K
4
PFE icon
Pfizer
PFE
+$235K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$228K

Top Sells

1
+$3.73M
2
+$3.68M
3
+$3M
4
WRK
WestRock Company
WRK
+$437K
5
PM icon
Philip Morris
PM
+$355K

Sector Composition

1 Industrials 20.99%
2 Technology 18.96%
3 Healthcare 11.87%
4 Financials 11.28%
5 Consumer Staples 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$310K 0.15%
383
127
$309K 0.15%
2,288
-1,000
128
$300K 0.14%
4,636
+228
129
$296K 0.14%
920
-455
130
$295K 0.14%
4,475
-200
131
$283K 0.13%
16,952
-1,656
132
$281K 0.13%
848
133
$278K 0.13%
15,750
-550
134
$275K 0.13%
2,265
+175
135
$273K 0.13%
+1,522
136
$271K 0.13%
3,002
-124
137
$268K 0.13%
9,032
-27
138
$268K 0.13%
11,625
139
$267K 0.13%
+4,124
140
$265K 0.13%
6,932
141
$252K 0.12%
3,150
142
$252K 0.12%
508
143
$251K 0.12%
5,135
144
$241K 0.11%
8,905
+2,017
145
$233K 0.11%
851
+31
146
$230K 0.11%
2,424
+101
147
$229K 0.11%
19,105
+12
148
$228K 0.11%
+864
149
$214K 0.1%
+2,285
150
$211K 0.1%
+2,125
3 4 5
6
7