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
$119M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$217K
3
+$216K
4
GPT
Gramercy Property Trust
GPT
+$183K
5
ABBV icon
AbbVie
ABBV
+$167K

Top Sells

1
+$515K
2
+$397K
3
+$228K
4
LUMN icon
Lumen
LUMN
+$71.7K
5
PSX icon
Phillips 66
PSX
+$64.4K

Sector Composition

1 Industrials 29.41%
2 Technology 14.63%
3 Financials 10.8%
4 Consumer Staples 10.42%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 22.84%
244,469
-140
2
$9.43M 7.91%
155,633
3
$2.91M 2.44%
19,497
+148
4
$2.85M 2.39%
21,566
-190
5
$2.46M 2.07%
59,935
6
$2.43M 2.04%
56,571
+702
7
$2.25M 1.89%
34,057
+175
8
$2.16M 1.81%
37,121
9
$2.1M 1.76%
23,835
+50
10
$1.81M 1.52%
69,821
+794
11
$1.69M 1.42%
166,451
-2,750
12
$1.68M 1.41%
54,969
+827
13
$1.61M 1.35%
30,166
-750
14
$1.42M 1.19%
15,440
15
$1.36M 1.14%
13,263
+60
16
$1.31M 1.1%
12,574
+38
17
$1.28M 1.08%
25,499
-105
18
$1.21M 1.01%
11,485
-100
19
$1.21M 1.01%
8,331
-100
20
$1.16M 0.97%
25,831
+600
21
$1.14M 0.96%
20,525
-100
22
$1.14M 0.95%
13,510
+50
23
$1.13M 0.95%
5,210
24
$1.09M 0.92%
9,258
-27
25
$1.07M 0.9%
19,646
+176
1
2 3 4 5