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
$198M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$907K
3
+$645K
4
QCOM icon
Qualcomm
QCOM
+$265K
5
AMGN icon
Amgen
AMGN
+$232K

Top Sells

1
+$3.16M
2
+$1.78M
3
+$936K
4
VSCO icon
Victoria's Secret
VSCO
+$252K
5
VRT icon
Vertiv
VRT
+$241K

Sector Composition

1 Industrials 19.43%
2 Technology 18.35%
3 Financials 12.5%
4 Healthcare 12.11%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.14%
2,113
127
$281K 0.14%
514
+6
128
$279K 0.14%
10,229
+705
129
$279K 0.14%
1,550
130
$278K 0.14%
10,970
131
$277K 0.14%
3,775
-700
132
$276K 0.14%
3,002
133
$274K 0.14%
1,059
+132
134
$272K 0.14%
9,831
-500
135
$265K 0.13%
+1,727
136
$257K 0.13%
4,824
+750
137
$241K 0.12%
10,000
138
$240K 0.12%
383
139
$234K 0.12%
8,223
-300
140
$233K 0.12%
8,435
-575
141
$232K 0.12%
+744
142
$232K 0.12%
2,425
+100
143
$231K 0.12%
848
144
$227K 0.11%
5,113
145
$219K 0.11%
1,500
146
$214K 0.11%
19,129
+8
147
$211K 0.11%
11,075
-500
148
$208K 0.11%
852
+1
149
$201K 0.1%
+1,179
150
$201K 0.1%
5,035
-100
3 4 5
6
7