IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$410K
2 +$345K
3 +$332K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$262K
5
UNM icon
Unum
UNM
+$234K

Top Sells

1 +$309K
2 +$289K
3 +$279K
4
DAL icon
Delta Air Lines
DAL
+$260K
5
ETN icon
Eaton
ETN
+$233K

Sector Composition

1 Industrials 18.82%
2 Technology 18.73%
3 Financials 11.62%
4 Healthcare 10.57%
5 Consumer Staples 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,200
177
-14,344
178
-6,645
179
-1,350
180
-51
181
-3,000
182
-4,488
183
-950