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
+$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$7.07M
2 +$4.76M
3 +$3.58M
4
DOW icon
Dow Inc
DOW
+$1.59M
5
SMP icon
Standard Motor Products
SMP
+$952K

Sector Composition

1 Healthcare 20.67%
2 Financials 18.17%
3 Technology 13.29%
4 Industrials 8.1%
5 Energy 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.75M 1.11%
88,012
+72,858
27
$5.74M 1.1%
10,044
-422
28
$5.7M 1.1%
71,170
+1,062
29
$5.65M 1.09%
265,865
-50
30
$5.59M 1.08%
39,736
-365
31
$4.94M 0.95%
80,180
-120
32
$4.93M 0.95%
101,750
-1,150
33
$4.87M 0.94%
18,033
-853
34
$4.73M 0.91%
21,240
+300
35
$4.7M 0.9%
55,358
-157
36
$4.67M 0.9%
39,570
-528
37
$4.61M 0.89%
60,080
-1,296
38
$4.5M 0.87%
57,047
-48
39
$4.42M 0.85%
33,493
-70
40
$4.14M 0.8%
33,007
-50
41
$4.13M 0.79%
32,053
-420
42
$4.12M 0.79%
28,102
+108
43
$4.08M 0.78%
29,186
-275
44
$4.04M 0.78%
241,410
-7,464
45
$4.01M 0.77%
26,696
-106
46
$3.99M 0.77%
53,125
+263
47
$3.91M 0.75%
21,453
-657
48
$3.65M 0.7%
78,650
-1,138
49
$3.57M 0.69%
10,872
+262
50
$3.55M 0.68%
26,465