IMOV

Investment Management of Virginia Portfolio holdings

AUM $526M
1-Year Est. Return 3.23%
This Quarter Est. Return
1 Year Est. Return
-3.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$6.54M
2 +$2.98M
3 +$2.16M
4
HLT icon
Hilton Worldwide
HLT
+$2.07M
5
VICR icon
Vicor
VICR
+$1.89M

Top Sells

1 +$13.1M
2 +$12.5M
3 +$3.43M
4
TROW icon
T. Rowe Price
TROW
+$2.62M
5
RHI icon
Robert Half
RHI
+$1.94M

Sector Composition

1 Healthcare 22.58%
2 Technology 19.2%
3 Financials 14.47%
4 Industrials 8.9%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.44M 1.04%
12,118
-1,829
27
$3.4M 1.03%
28,345
-4,154
28
$3.37M 1.02%
20,895
-2,743
29
$3.35M 1.02%
34,290
-127,783
30
$3.31M 1%
139,610
+75,610
31
$3.24M 0.98%
35,977
-3,879
32
$3.17M 0.96%
43,162
-1,748
33
$3.02M 0.92%
13,472
-1,477
34
$3M 0.91%
32,114
+13,129
35
$2.98M 0.9%
+74,750
36
$2.91M 0.88%
23,691
-2,752
37
$2.85M 0.86%
63,930
+42,370
38
$2.8M 0.85%
92,823
-5,717
39
$2.78M 0.84%
126,214
-18,855
40
$2.61M 0.79%
19,921
-2,265
41
$2.59M 0.79%
76,474
-770
42
$2.58M 0.78%
18,888
-2,164
43
$2.58M 0.78%
38,129
-185
44
$2.57M 0.78%
74,822
-930
45
$2.36M 0.72%
16,171
-2,189
46
$2.3M 0.7%
31,727
-3,426
47
$2.29M 0.69%
128,456
-88,134
48
$2.29M 0.69%
73,785
-4,625
49
$2.24M 0.68%
5,094
-50
50
$2.19M 0.66%
7,673
-973