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
$419M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.34M
3
+$1.26M
4
TTE icon
TotalEnergies
TTE
+$834K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$803K

Top Sells

1
+$6.45M
2
+$2.06M
3
+$1.76M
4
HBAN icon
Huntington Bancshares
HBAN
+$959K
5
STMP
Stamps.com, Inc.
STMP
+$871K

Sector Composition

1 Industrials 17.69%
2 Technology 17.5%
3 Healthcare 17.32%
4 Financials 15.63%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.66%
7,269
+115
52
$2.64M 0.63%
63,613
-25
53
$2.63M 0.63%
31,753
+6,633
54
$2.62M 0.63%
25,525
-1,035
55
$2.53M 0.6%
133,540
-4,935
56
$2.48M 0.59%
17,603
+275
57
$2.41M 0.57%
42,829
+1,468
58
$2.38M 0.57%
32,355
-23,964
59
$2.33M 0.56%
33,823
-282
60
$2.17M 0.52%
23,441
-485
61
$2.15M 0.51%
41,851
-400
62
$2.13M 0.51%
69,136
+385
63
$2.1M 0.5%
24,077
-70
64
$2.07M 0.5%
151,903
+97,883
65
$2.06M 0.49%
26,392
+50
66
$2M 0.48%
40,928
-150
67
$1.97M 0.47%
30,970
+1,950
68
$1.89M 0.45%
142,628
-72,528
69
$1.88M 0.45%
20,395
70
$1.85M 0.44%
23,409
-9,568
71
$1.72M 0.41%
71,050
-750
72
$1.67M 0.4%
28,629
+21,558
73
$1.66M 0.4%
4,236
-125
74
$1.58M 0.38%
101,389
-5,190
75
$1.57M 0.37%
28,085
-100
1 2
3
4 5