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Home > Institutional Investor > Investment Management Of Virginia Llc > Profile

Instuitional Investor - Investment Management Of Virginia Llc

Fund Profile
Filing Period:
Fund Name: Investment Management Of Virginia Llc
Portfolio Value $526,485,322
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 52,157 $20,104,959 3.81%
2.
Proshares S&P Midcap 400 Div A
 212,630 $15,043,573 2.85%
3.
Microsoft Corp
 MSFT 44,545 $12,842,324 2.43%
4.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 38,117 $12,678,476 2.4%
5.
American Express Co
 AXP 74,102 $12,223,125 2.32%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)