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
$376M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$2.95M
3
+$2.28M
4
AGX icon
Argan
AGX
+$2.12M
5
LIVN icon
LivaNova
LIVN
+$948K

Top Sells

1
+$6.01M
2
+$1.93M
3
+$1.56M
4
AEIS icon
Advanced Energy
AEIS
+$1.49M
5
IPI icon
Intrepid Potash
IPI
+$1.37M

Sector Composition

1 Healthcare 17.37%
2 Industrials 17.27%
3 Technology 15.16%
4 Financials 12.02%
5 Consumer Discretionary 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.7%
23,182
+723
52
$2.53M 0.67%
7,419
+2,724
53
$2.5M 0.67%
60,550
-1,886
54
$2.47M 0.66%
40,788
-72
55
$2.46M 0.65%
17,360
-50
56
$2.45M 0.65%
54,547
-1,400
57
$2.29M 0.61%
27,050
-345
58
$2.28M 0.61%
222,575
-34,385
59
$2.28M 0.61%
+82,564
60
$2.26M 0.6%
29,156
+198
61
$2.17M 0.58%
70,718
-121
62
$2.07M 0.55%
37,601
-2,484
63
$2.06M 0.55%
24,165
-40
64
$1.93M 0.51%
93,939
-44,946
65
$1.84M 0.49%
40,184
-195
66
$1.84M 0.49%
99,847
+15,357
67
$1.83M 0.49%
25,173
-289
68
$1.78M 0.47%
41,726
+60
69
$1.76M 0.47%
24,636
+191
70
$1.76M 0.47%
107,018
-16,450
71
$1.75M 0.46%
32,785
-3,060
72
$1.66M 0.44%
21,870
-1,400
73
$1.66M 0.44%
34,210
-5,626
74
$1.64M 0.44%
7,858
-53
75
$1.62M 0.43%
23,891
-530
1 2
3
4 5