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
$172M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$964K
3
+$834K
4
BX icon
Blackstone
BX
+$662K
5
LUMN icon
Lumen
LUMN
+$546K

Top Sells

1
+$211K
2
+$208K
3
+$203K
4
EFX icon
Equifax
EFX
+$197K
5
OXY icon
Occidental Petroleum
OXY
+$162K

Sector Composition

1 Technology 22.79%
2 Industrials 17.78%
3 Financials 11.86%
4 Consumer Staples 10.97%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$181K 0.11%
16,250
152
$176K 0.1%
+12,626
153
$128K 0.07%
20,000
154
$110K 0.06%
14,000
155
$93K 0.05%
28,000
+10,000
156
$29K 0.02%
2,770
+1,100
157
– –
-2,085
158
– –
-2,388
159
– –
-13,300
3 4 5 6
7