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
$194M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$319K
3
+$235K
4
FDX icon
FedEx
FDX
+$203K
5
TSN icon
Tyson Foods
TSN
+$114K

Top Sells

1
+$811K
2
+$708K
3
+$607K
4
VSCO icon
Victoria's Secret
VSCO
+$276K
5
MOS icon
The Mosaic Company
MOS
+$241K

Sector Composition

1 Industrials 19.31%
2 Technology 17.94%
3 Healthcare 11.02%
4 Financials 10.24%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.1%
2,150
152
$202K 0.1%
12,046
-681
153
$177K 0.09%
14,104
-383
154
$160K 0.08%
17,279
+7,153
155
$149K 0.08%
10,000
-9,100
156
$140K 0.07%
28,000
157
$137K 0.07%
13,500
158
$125K 0.06%
17,799
159
$125K 0.06%
55,100
-2,800
160
$107K 0.06%
12,250
161
$66K 0.03%
13,896
-368
162
$37.2K 0.02%
20,000
163
$34.7K 0.02%
18,000
164
$30.9K 0.02%
20,495
-1,900
165
$24.5K 0.01%
10,000
166
$17.4K 0.01%
500
167
$1.95K ﹤0.01%
30,000
168
– –
-5,260
169
– –
-8,094
170
– –
-7,885
171
– –
-6,000
172
– –
-20,000
3 4 5 6
7