IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $242M
1-Year Est. Return 23.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$379K
2 +$243K
3 +$216K
4
USB icon
US Bancorp
USB
+$209K
5
RTX icon
RTX Corp
RTX
+$197K

Top Sells

1 +$982K
2 +$85.2K
3 +$80.9K
4
DIS icon
Walt Disney
DIS
+$48.8K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$44.2K

Sector Composition

1 Industrials 21.64%
2 Technology 18.23%
3 Financials 13.84%
4 Consumer Staples 10.35%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$23K 0.02%
1,170
152
$18K 0.01%
10,000
153
-1,160
154
-1,367