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
$198M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$907K
3
+$645K
4
QCOM icon
Qualcomm
QCOM
+$265K
5
AMGN icon
Amgen
AMGN
+$232K

Top Sells

1
+$3.16M
2
+$1.78M
3
+$936K
4
VSCO icon
Victoria's Secret
VSCO
+$252K
5
VRT icon
Vertiv
VRT
+$241K

Sector Composition

1 Industrials 19.43%
2 Technology 18.35%
3 Financials 12.5%
4 Healthcare 12.11%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$198K 0.1%
50,525
-475
152
$145K 0.07%
13,500
153
$143K 0.07%
16,250
+4,000
154
$142K 0.07%
20,000
155
$134K 0.07%
12,491
-579
156
$96.1K 0.05%
16,400
-250
157
$73.6K 0.04%
23,224
158
$30.6K 0.02%
18,000
159
$29.2K 0.01%
20,000
160
$21.2K 0.01%
10,000
161
$7.24K ﹤0.01%
+10,000
162
– –
-36,623
163
– –
-160,714
164
– –
-910
165
– –
-6,084
166
– –
-2,125
3 4 5 6
7