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

Top Sells

1
+$8.58M
2
+$2.61M
3
+$1.49M
4
ACIC icon
American Coastal Insurance
ACIC
+$1.31M
5
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.07M

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
76
$2.33M 0.45%
14,180
+700
77
$2.29M 0.44%
38,556
+813
78
$2.24M 0.43%
327,970
-2,200
79
$2.23M 0.43%
6,410
+68
80
$2.17M 0.42%
9,395
-1,215
81
$2.08M 0.4%
46,745
-894
82
$1.95M 0.37%
7,130
+218
83
$1.86M 0.36%
7,158
-125
84
$1.86M 0.36%
36,882
+10,770
85
$1.83M 0.35%
193,026
86
$1.83M 0.35%
19,410
-57
87
$1.71M 0.33%
11,471
-889
88
$1.71M 0.33%
42,285
+38
89
$1.65M 0.32%
18,984
90
$1.64M 0.31%
9,110
+202
91
$1.6M 0.31%
37,435
92
$1.57M 0.3%
21,647
+842
93
$1.54M 0.3%
18,702
94
$1.52M 0.29%
31,651
+133
95
$1.47M 0.28%
16,188
-780
96
$1.46M 0.28%
71,403
-424
97
$1.44M 0.28%
17,723
-210
98
$1.43M 0.27%
24,576
-45
99
$1.43M 0.27%
26,404
+307
100
$1.43M 0.27%
8,221
-385
2 3
4
5 6