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
51
$3.61M 0.7%
79,788
-403
52
$3.56M 0.68%
4,065
-340
53
$3.49M 0.67%
17,591
-502
54
$3.48M 0.67%
64,610
-250
55
$3.44M 0.66%
32,886
+332
56
$3.44M 0.66%
61,267
-801
57
$3.38M 0.65%
10,610
+89
58
$3.34M 0.64%
58,599
-2,307
59
$3.25M 0.63%
19,714
-487
60
$3.23M 0.62%
95,290
+65,940
61
$3.22M 0.62%
178,779
-626
62
$3.16M 0.61%
7,984
+63
63
$3.1M 0.6%
11,671
-494
64
$3.04M 0.59%
36,449
+3,085
65
$3.03M 0.58%
12,787
-134
66
$3.01M 0.58%
13,826
-580
67
$2.97M 0.57%
15,315
-1,150
68
$2.9M 0.56%
330,170
+98,280
69
$2.82M 0.54%
8,167
70
$2.8M 0.54%
26,465
71
$2.7M 0.52%
42,762
-735
72
$2.62M 0.5%
66,866
-97
73
$2.61M 0.5%
+9,655
74
$2.59M 0.5%
78,149
+34,131
75
$2.44M 0.47%
10,610
-148