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
151
$247K 0.05%
1,957
+85
152
$247K 0.05%
+4,770
153
$245K 0.05%
760
154
$244K 0.05%
1,056
-65
155
$244K 0.05%
5,175
-75
156
$242K 0.05%
4,852
-160
157
$218K 0.04%
1,477
158
$217K 0.04%
1,400
159
$208K 0.04%
181
160
$206K 0.04%
2,320
-50
161
$202K 0.04%
+2,400
162
$142K 0.03%
5,333
163
$61K 0.01%
17,440
164
-55,615
165
-632,026
166
-45,050