IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM $216M
1-Year Return
21.43%
This Quarter Return
+10.24%
1 Year Return
+21.43%
3 Year Return
+71.55%
5 Year Return
+143.39%
10 Year Return
+375.64%
AUM
$212M
AUM Growth
+$6.56M
(+3.2%)
Cap. Flow
-$10.5M
Cap. Flow
% of AUM
-4.95%
Top 10 Holdings %
Top 10 Hldgs %
35.35%
Holding
171
New
9
Increased
44
Reduced
68
Closed
5
Top Buys
| 1 |
SW
Smurfit Westrock plc
SW
|
+$424K |
| 2 |
Fiserv
FI
|
+$273K |
| 3 |
Lamb Weston
LW
|
+$267K |
| 4 |
Pfizer
PFE
|
+$235K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$228K |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$3.73M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$3.68M |
| 3 |
Equifax
EFX
|
+$3M |
| 4 |
WRK
WestRock Company
WRK
|
+$437K |
| 5 |
Philip Morris
PM
|
+$355K |
Sector Composition
| 1 | Industrials | 20.99% |
| 2 | Technology | 18.96% |
| 3 | Healthcare | 11.87% |
| 4 | Financials | 11.28% |
| 5 | Consumer Staples | 9.05% |
