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
$172M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$964K
3
+$834K
4
BX icon
Blackstone
BX
+$662K
5
LUMN icon
Lumen
LUMN
+$546K

Top Sells

1
+$211K
2
+$208K
3
+$203K
4
EFX icon
Equifax
EFX
+$197K
5
OXY icon
Occidental Petroleum
OXY
+$162K

Sector Composition

1 Technology 22.79%
2 Industrials 17.78%
3 Financials 11.86%
4 Consumer Staples 10.97%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 11.1%
105,604
-1,085
2
$11.1M 6.47%
272,465
+2,287
3
$8.95M 5.19%
63,663
4
$5.4M 3.13%
17,682
-150
5
$4.55M 2.64%
29,919
+700
6
$3.8M 2.21%
16,130
-100
7
$3.24M 1.88%
156,344
-250
8
$2.54M 1.47%
13,775
+700
9
$2.54M 1.47%
32,325
+250
10
$2.29M 1.33%
11,564
-50
11
$2.24M 1.3%
42,414
+4,998
12
$2.12M 1.23%
58,549
+4,325
13
$2.12M 1.23%
54,806
+2,161
14
$2.08M 1.2%
23,398
+200
15
$2.06M 1.2%
40,329
-250
16
$2.06M 1.19%
8,088
+35
17
$2.05M 1.19%
10,985
-275
18
$1.98M 1.15%
57,562
19
$1.91M 1.11%
17,676
+365
20
$1.88M 1.09%
8,407
-250
21
$1.82M 1.06%
11,073
+363
22
$1.8M 1.04%
14,720
+1,866
23
$1.69M 0.98%
97,163
+475
24
$1.68M 0.97%
38,791
-100
25
$1.64M 0.95%
7,085
-28
1
2 3 4 5