ID
| |
IMS Dividend Growth Fund | IMSAXMutual Fund | |
360 Funds | |
Last update 2021-08-31 | 34 Stocks (0 new) |
Value $5.00 Mil | Turnover 0 % |
Portfolio Report |
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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ABBV | AbbVie Inc | 5,000 | 380.950 | 0% | 7.940 | 0% | 0.000 | -9.15% | -1.42% | 309549.970 | Drug Manufacturers | |
MSFT | Microsoft Corp | 2,000 | 315.420 | 0% | 6.570 | 0% | 0.000 | +0.95% | -0.60% | 3114843.301 | Software | |
V | Visa Inc | 1,940 | 312.570 | 0% | 6.510 | 0% | 0.000 | +11.11% | -2.64% | 595870.630 | Credit Services | |
LMT | Lockheed Martin Corp | 800 | 271.160 | 0% | 5.650 | 0% | 0.000 | -21.17% | -3.68% | 110944.360 | Aerospace & Defense | |
PYPL | PayPal Holdings Inc | 2,750 | 263.290 | 0% | 5.490 | 0% | 0.000 | +5.55% | -2.33% | 83571.637 | Credit Services | |
AAPL | Apple Inc | 4,000 | 254.290 | 0% | 5.300 | 0% | 0.000 | +3.52% | -5.42% | 3580182.678 | Hardware | |
SPGI | S&P Global Inc | 1,000 | 245.050 | 0% | 5.110 | 0% | 0.000 | -6.13% | -3.07% | 149788.016 | Capital Markets | |
QCOM | Qualcomm Inc | 3,000 | 202.950 | 0% | 4.230 | 0% | 0.000 | -6.36% | +2.19% | 174404.780 | Semiconductors | |
JNJ | Johnson & Johnson | 1,500 | 196.700 | 0% | 4.100 | 0% | 0.000 | -10.78% | -1.77% | 342026.919 | Drug Manufacturers | |
BLK | BlackRock Inc | 400 | 175.990 | 0% | 3.670 | 0% | 0.000 | +0.50% | -6.78% | 148008.501 | Asset Management |
IMS Dividend Growth Fund's Historical Top Holdings Breakdowns
IMS Dividend Growth Fund Total Holding History ($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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