IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
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 +$407K
2 +$226K
3 +$218K
4
USB icon
US Bancorp
USB
+$209K
5
RTX icon
RTX Corp
RTX
+$206K

Top Sells

1 +$984K
2 +$95K
3 +$79.9K
4
DIS icon
Walt Disney
DIS
+$51.2K
5
HPQ icon
HP
HPQ
+$45.8K

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