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
$460M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$2.25M
2 +$2.04M
3 +$1.77M
4
KMI icon
Kinder Morgan
KMI
+$1.53M
5
QDEL icon
QuidelOrtho
QDEL
+$1.16M

Sector Composition

1 Healthcare 19.73%
2 Technology 18.42%
3 Financials 16.53%
4 Industrials 9.01%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-552
152
-22,523