IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$216M
1-Year Return
21.43%
This Quarter Return
+9.18%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$210M
AUM Growth
+$17.5M
(+9.1%)
Cap. Flow
+$2.43M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
38.35%
Holding
178
New
7
Increased
58
Reduced
59
Closed
4
Top Buys
| 1 |
FedEx
FDX
|
$339K |
| 2 |
Medtronic
MDT
|
$313K |
| 3 |
Lockheed Martin
LMT
|
$298K |
| 4 |
Newell Brands
NWL
|
$278K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$267K |
Top Sells
| 1 |
PayPal
PYPL
|
$272K |
| 2 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$269K |
| 3 |
Gilead Sciences
GILD
|
$219K |
| 4 |
US Bancorp
USB
|
$211K |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
$207K |
Sector Composition
| 1 | Industrials | 20.81% |
| 2 | Technology | 20.64% |
| 3 | Financials | 11.23% |
| 4 | Healthcare | 9.89% |
| 5 | Consumer Staples | 9.86% |
