IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$216M
1-Year Return
21.43%
This Quarter Return
+13.39%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$197M
AUM Growth
+$16.1M
(+8.9%)
Cap. Flow
-$5.49M
Cap. Flow
% of AUM
-2.78%
Top 10 Holdings %
Top 10 Hldgs %
35.28%
Holding
172
New
9
Increased
69
Reduced
47
Closed
13
Top Buys
| 1 |
AVDL
Avadel Pharmaceuticals
AVDL
|
$1.5M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$970K |
| 3 |
Dow Inc
DOW
|
$914K |
| 4 |
Eli Lilly
LLY
|
$366K |
| 5 |
Home Depot
HD
|
$346K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$3.26M |
| 2 |
Designer Brands
DBI
|
$1.49M |
| 3 |
Truist Financial
TFC
|
$1M |
| 4 |
Duke Energy
DUK
|
$981K |
| 5 |
Bath & Body Works
BBWI
|
$946K |
Sector Composition
| 1 | Industrials | 20.67% |
| 2 | Technology | 17.85% |
| 3 | Healthcare | 11.4% |
| 4 | Financials | 10.28% |
| 5 | Consumer Staples | 8.77% |
