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
$520M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$8.72M
2 +$6.07M
3 +$4.17M
4
QDEL icon
QuidelOrtho
QDEL
+$3.73M
5
KPLT icon
Katapult Holdings
KPLT
+$2.61M

Top Sells

1 +$20.2M
2 +$7.25M
3 +$3.36M
4
LSCC icon
Lattice Semiconductor
LSCC
+$2.5M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$614K

Sector Composition

1 Healthcare 20.86%
2 Financials 18.04%
3 Technology 13.95%
4 Industrials 8.68%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.68M 1.09%
70,108
-1,186
27
$5.46M 1.05%
66,685
-3,892
28
$5.28M 1.02%
10,466
-372
29
$4.91M 0.94%
102,900
-1,520
30
$4.9M 0.94%
20,940
-18
31
$4.65M 0.89%
27,994
-236
32
$4.65M 0.89%
40,098
-795
33
$4.64M 0.89%
32,473
-455
34
$4.63M 0.89%
55,515
-1,353
35
$4.6M 0.89%
22,110
-348
36
$4.6M 0.88%
61,376
-1,754
37
$4.54M 0.87%
248,874
-723
38
$4.49M 0.86%
18,886
-2,537
39
$4.39M 0.85%
265,915
-31,144
40
$4.21M 0.81%
57,095
-897
41
$4.17M 0.8%
+80,300
42
$4.12M 0.79%
334,775
-22,656
43
$4.11M 0.79%
52,862
-2,023
44
$4.1M 0.79%
33,057
-80
45
$4.09M 0.79%
64,237
-199
46
$4.05M 0.78%
33,563
-70
47
$4.04M 0.78%
17,635
-2,675
48
$3.98M 0.77%
29,461
-307
49
$3.97M 0.76%
26,802
-291
50
$3.83M 0.74%
17,431
-130