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
$462M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$3.49M
2 +$3.23M
3 +$2.02M
4
THG icon
Hanover Insurance
THG
+$1.51M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$945K

Top Sells

1 +$2.52M
2 +$2.48M
3 +$1.32M
4
GDOT icon
Green Dot
GDOT
+$886K
5
MRK icon
Merck
MRK
+$587K

Sector Composition

1 Healthcare 19.37%
2 Financials 16.71%
3 Technology 14.54%
4 Energy 7.21%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,441