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
$496M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$3.91M
2 +$3.3M
3 +$3.19M
4
LMNX
Luminex Corp
LMNX
+$2.83M
5
LGND icon
Ligand Pharmaceuticals
LGND
+$1.59M

Top Sells

1 +$12.6M
2 +$4.22M
3 +$2.57M
4
AXP icon
American Express
AXP
+$1.91M
5
RTX icon
RTX Corp
RTX
+$1.62M

Sector Composition

1 Healthcare 23.71%
2 Financials 16.71%
3 Technology 14.21%
4 Industrials 9.01%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$202K 0.04%
+181
152
$201K 0.04%
+1,940
153
$129K 0.03%
80,000
154
$108K 0.02%
5,333
-5,334
155
$59K 0.01%
17,440
156
-23,303
157
-1,205,439
158
-22,609