IMOV

Investment Management of Virginia Portfolio holdings

AUM $526M
1-Year Est. Return 3.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$1.13M
3 +$966K
4
OMN
OMNOVA Solutions Inc.
OMN
+$835K
5
OCSL icon
Oaktree Specialty Lending
OCSL
+$768K

Top Sells

1 +$3.59M
2 +$2.45M
3 +$1.32M
4
IVZ icon
Invesco
IVZ
+$1.32M
5
UPS icon
United Parcel Service
UPS
+$1.17M

Sector Composition

1 Healthcare 20.65%
2 Technology 20.29%
3 Financials 15.81%
4 Industrials 13.96%
5 Energy 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-49,590
152
-27,101