IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $242M
1-Year Est. Return 23.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$469K
3 +$411K
4
PRMB
Primo Brands
PRMB
+$392K
5
DBI icon
Designer Brands
DBI
+$381K

Top Sells

1 +$438K
2 +$293K
3 +$262K
4
AMGN icon
Amgen
AMGN
+$207K
5
SHOP icon
Shopify
SHOP
+$140K

Sector Composition

1 Technology 20.84%
2 Industrials 19.36%
3 Financials 13.41%
4 Healthcare 10.94%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAME icon
176
Atlantic American Corp
AAME
$50.6M
$51.8K 0.02%
18,000
USIO icon
177
Usio Inc
USIO
$30.5M
$28.4K 0.01%
20,000
PLUG icon
178
Plug Power
PLUG
$3.16B
$23.3K 0.01%
10,000
XLO icon
179
Xilio Therapeutics
XLO
$45.4M
$8.43K ﹤0.01%
10,000
AMGN icon
180
Amgen
AMGN
$191B
-740
FISV
181
Fiserv Inc
FISV
$29.8B
-1,522
QCOM icon
182
Qualcomm
QCOM
$140B
-2,752