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
$122M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$597K
2
+$460K
3
+$389K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$244K
5
OXY icon
Occidental Petroleum
OXY
+$178K

Top Sells

1
+$3.22M
2
+$1.26M
3
+$636K
4
DE icon
Deere & Co
DE
+$571K
5
SO icon
Southern Company
SO
+$514K

Sector Composition

1 Technology 27.28%
2 Industrials 20.36%
3 Consumer Staples 11.37%
4 Healthcare 10.54%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,250
152
– –
-3,297
153
– –
-5,180
154
– –
-15,440
155
– –
-5,354
156
– –
-2,880
3 4 5 6
7