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
$143M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$223K
3
+$212K
4
AAPL icon
Apple
AAPL
+$166K
5
T icon
AT&T
T
+$136K

Top Sells

1
+$863K
2
+$507K
3
+$176K
4
BA icon
Boeing
BA
+$156K
5
AFL icon
Aflac
AFL
+$90K

Sector Composition

1 Technology 23.1%
2 Industrials 19.87%
3 Financials 12.79%
4 Consumer Staples 10.5%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 12.87%
155,489
-400
2
$11.7M 8.2%
103,731
3
$9.62M 6.72%
301,173
-5,500
4
$3.81M 2.67%
19,881
5
$3.3M 2.3%
32,558
+200
6
$2.86M 2%
7,498
-408
7
$2.66M 1.86%
56,676
+800
8
$2.64M 1.84%
15,440
9
$2.25M 1.57%
55,840
-221
10
$2.15M 1.5%
37,351
11
$2.13M 1.49%
18,025
-125
12
$2.06M 1.44%
23,273
-35
13
$1.98M 1.38%
14,171
-260
14
$1.9M 1.33%
158,895
+805
15
$1.83M 1.28%
23,116
-183
16
$1.81M 1.26%
13,935
-150
17
$1.77M 1.24%
74,864
+5,726
18
$1.69M 1.18%
8,920
-50
19
$1.62M 1.13%
37,758
-219
20
$1.62M 1.13%
58,682
+500
21
$1.6M 1.12%
14,875
-50
22
$1.55M 1.09%
28,769
-350
23
$1.51M 1.06%
13,634
+543
24
$1.47M 1.02%
4,880
25
$1.32M 0.92%
24,566
+75
1
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