IMOV
Investment Management of Virginia Portfolio holdings
AUM
$526M
1-Year Return
3.23%
This Quarter Return
+4.49%
1 Year Return
-3.23%
3 Year Return
+93.5%
5 Year Return
+93.76%
10 Year Return
+250.55%
AUM
$526M
AUM Growth
+$16.3M
(+3.2%)
Cap. Flow
+$629K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
24.39%
Holding
187
New
8
Increased
68
Reduced
68
Closed
7
Top Buys
| 1 |
New Fortress Energy
NFE
|
$3.05M |
| 2 |
Blackstone
BX
|
$2.64M |
| 3 |
Thryv Holdings
THRY
|
$2.2M |
| 4 |
Medtronic
MDT
|
$2.02M |
| 5 |
Qualcomm
QCOM
|
$1.88M |
Top Sells
| 1 |
AbbVie
ABBV
|
$5.37M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.21M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$1.49M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.35M |
| 5 |
ProShares Russell 2000 Dividend Growers ETF
SMDV
|
$1.23M |
Sector Composition
| 1 | Financials | 17.47% |
| 2 | Healthcare | 15.63% |
| 3 | Technology | 15.6% |
| 4 | Industrials | 7.98% |
| 5 | Energy | 7.47% |
