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
$135M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$685K
2 +$356K
3 +$295K
4
GD icon
General Dynamics
GD
+$276K
5
SCG
Scana
SCG
+$208K

Top Sells

1 +$2.42M
2 +$2.07M
3 +$234K
4
BA icon
Boeing
BA
+$72.1K
5
GE icon
GE Aerospace
GE
+$68.4K

Sector Composition

1 Industrials 21.72%
2 Technology 15.87%
3 Financials 14.44%
4 Consumer Staples 10.55%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$24K 0.02%
+1,170
152
$18K 0.01%
+10,000
153
-1,830