ID
| |
IMS Dividend Growth Fund | IMSAXMutual Fund | |
360 Funds | |
Last update 2021-08-31 | 34 Stocks (0 new) |
Value $5.00 Mil | Turnover 0 % |
IMS Dividend Growth Fund Top Holdings of 2020-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ABBV | AbbVie Inc | 5,000 | 380.9 | 0% | 7.940 | 0% | 0.000 | +8.55% | +10.19% | 336,588.1 | Drug Manufacturers | |
MSFT | Microsoft Corp | 2,000 | 315.4 | 0% | 6.570 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
V | Visa Inc | 1,940 | 312.6 | 0% | 6.510 | 0% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
LMT | Lockheed Martin Corp | 800 | 271.2 | 0% | 5.650 | 0% | 0.000 | -8.90% | -12.46% | 96,879.1 | Aerospace & Defense | |
PYPL | PayPal Holdings Inc | 2,750 | 263.3 | 0% | 5.490 | 0% | 0.000 | +22.73% | -10.18% | 74,554.4 | Credit Services | |
AAPL | Apple Inc | 4,000 | 254.3 | 0% | 5.300 | 0% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
SPGI | S&P Global Inc | 1,000 | 245.1 | 0% | 5.110 | 0% | 0.000 | +12.00% | +5.93% | 161,210.9 | Capital Markets | |
QCOM | Qualcomm Inc | 3,000 | 202.9 | 0% | 4.230 | 0% | 0.000 | +14.51% | +5.26% | 175,548.2 | Semiconductors | |
JNJ | Johnson & Johnson | 1,500 | 196.7 | 0% | 4.100 | 0% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers | |
BLK | BlackRock Inc | 400 | 176.0 | 0% | 3.670 | 0% | 0.000 | +26.19% | +10.47% | 173,433.3 | Asset Management |
IMS Dividend Growth Fund's Historical Top Holdings Breakdowns
IMS Dividend Growth Fund Total Holding History ($B)
IMS Dividend Growth Fund's Asset Allocation
IMS Dividend Growth Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
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IMS Dividend Growth Fund's Hypothetical Growth since 2020-03-31
IMS Dividend Growth Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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IMS Dividend Growth Fund's Holdings Heat Map
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IMS Dividend Growth Fund's Holdings Bubble Chart
IMS Dividend Growth Fund News
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