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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$9.74M
3
+$2.52M
4
HD icon
Home Depot
HD
+$2.46M
5
KO icon
Coca-Cola
KO
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.91%
2 Technology 15.7%
3 Financials 11.42%
4 Consumer Staples 8.51%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 19.07%
+272,659
2
$9.74M 8.43%
+156,633
3
$2.52M 2.18%
+41,370
4
$2.46M 2.13%
+23,446
5
$2.33M 2.01%
+55,134
6
$2.32M 2%
+19,136
7
$2.12M 1.83%
+33,882
8
$1.91M 1.65%
+23,410
9
$1.8M 1.56%
+36,621
10
$1.77M 1.53%
+69,702
11
$1.61M 1.39%
+54,416
12
$1.54M 1.33%
+169,426
13
$1.54M 1.33%
+37,332
14
$1.46M 1.27%
+15,440
15
$1.39M 1.2%
+25,630
16
$1.38M 1.19%
+13,153
17
$1.28M 1.11%
+13,959
18
$1.27M 1.1%
+18,468
19
$1.26M 1.09%
+132,083
20
$1.15M 0.99%
+8,806
21
$1.13M 0.98%
+62,156
22
$1.11M 0.96%
+11,835
23
$1.09M 0.95%
+34,550
24
$1.06M 0.92%
+59,396
25
$1.05M 0.9%
+19,083
1
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