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
$145M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$200K
3
+$96K
4
BMY icon
Bristol-Myers Squibb
BMY
+$62.6K
5
GILD icon
Gilead Sciences
GILD
+$53.1K

Top Sells

1
+$266K
2
+$248K
3
+$205K
4
XRX icon
Xerox
XRX
+$165K
5
AMD icon
Advanced Micro Devices
AMD
+$161K

Sector Composition

1 Industrials 28.53%
2 Technology 15.92%
3 Financials 12.13%
4 Consumer Staples 10.43%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 21.78%
230,194
-515
2
$13.3M 9.16%
155,871
3
$3.35M 2.3%
59,095
-350
4
$3.15M 2.17%
34,435
+85
5
$3.15M 2.17%
20,509
-170
6
$2.78M 1.91%
37,326
+50
7
$2.73M 1.88%
23,285
8
$2.54M 1.75%
56,544
-500
9
$2.46M 1.69%
18,970
-386
10
$2.05M 1.41%
15,440
11
$1.99M 1.37%
69,727
-1,500
12
$1.9M 1.31%
14,360
13
$1.81M 1.24%
56,727
-13
14
$1.7M 1.17%
8,616
-150
15
$1.67M 1.15%
162,673
-1,000
16
$1.53M 1.06%
25,098
-980
17
$1.48M 1.02%
11,615
-50
18
$1.47M 1.01%
60,649
19
$1.41M 0.97%
5,075
-10
20
$1.4M 0.96%
9,140
-200
21
$1.39M 0.95%
13,045
-150
22
$1.38M 0.95%
20,075
-200
23
$1.34M 0.93%
23,699
+200
24
$1.29M 0.89%
42,054
+618
25
$1.19M 0.82%
14,497
+125
1
2 3 4 5