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
$620M
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$4.61M
3 +$4.14M
4
AAPL icon
Apple
AAPL
+$3.9M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.77M

Top Sells

1 +$5.24M
2 +$2.24M
3 +$2.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.49M
5
KMI icon
Kinder Morgan
KMI
+$947K

Sector Composition

1 Healthcare 19.81%
2 Financials 16.28%
3 Technology 14.89%
4 Industrials 7.44%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$223K 0.04%
1,477
177
$214K 0.03%
+3,568
178
$211K 0.03%
5,125
+55
179
$206K 0.03%
+675
180
$93K 0.02%
5,333
181
$60K 0.01%
17,440
182
-327,970