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
$132M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$266K
3
+$228K
4
CSX icon
CSX Corp
CSX
+$215K
5
VTV icon
Vanguard Value ETF
VTV
+$200K

Top Sells

1
+$372K
2
+$310K
3
+$269K
4
BMY icon
Bristol-Myers Squibb
BMY
+$241K
5
GRBK icon
Green Brick Partners
GRBK
+$166K

Sector Composition

1 Industrials 30.53%
2 Technology 16.2%
3 Consumer Staples 10.39%
4 Financials 9.89%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.7M 24.09%
235,896
-2,000
2
$12M 9.11%
155,871
3
$2.86M 2.17%
58,985
+5,485
4
$2.73M 2.07%
19,229
+243
5
$2.67M 2.03%
20,759
-167
6
$2.37M 1.8%
56,104
+33
7
$2.28M 1.73%
36,121
8
$2.27M 1.72%
34,025
-167
9
$2.25M 1.71%
23,135
10
$2.09M 1.58%
68,083
-114
11
$1.82M 1.38%
163,829
-167
12
$1.8M 1.36%
26,816
-1,950
13
$1.74M 1.32%
15,440
14
$1.72M 1.3%
53,446
-727
15
$1.58M 1.2%
13,420
+57
16
$1.5M 1.14%
25,192
-412
17
$1.24M 0.94%
11,876
-165
18
$1.24M 0.94%
5,160
-50
19
$1.21M 0.92%
12,995
+390
20
$1.18M 0.89%
13,139
-111
21
$1.17M 0.89%
20,275
-50
22
$1.17M 0.89%
8,861
23
$1.17M 0.89%
39,444
-427
24
$1.12M 0.85%
306,666
-3,334
25
$1.12M 0.85%
25,548
-133
1
2 3 4 5