IMS Capital Value Fund Institutional (IMSCX)
33.66
-0.25
(-0.74%)
USD |
May 23 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 10.23% | -- | -- | -- | -- | 0.72 | |
| META | Meta Platforms Inc | 9.14% | -- | -- | -- | -- | 0.80 | |
| AMZN | Amazon.com Inc | 6.08% | -- | -- | -- | -- | 0.20 | |
| GOOG | Alphabet Inc | 5.80% | -- | -- | -- | -- | -0.05 | |
| WFC | Wells Fargo & Co | 5.75% | -- | -- | -- | -- | 0.39 | |
| MSFT | Microsoft Corp | 5.06% | -- | -- | -- | -- | 0.10 | |
| AAPL | Apple Inc | 4.77% | -- | -- | -- | -- | 0.08 | |
| GE | GE Aerospace | 4.49% | -- | -- | -- | -- | 0.45 | |
| BA | Boeing Co | 3.61% | -- | -- | -- | -- | 0.18 | |
| SBUX | Starbucks Corp | 3.43% | -- | -- | -- | -- | 0.11 | |
| BROS | Dutch Bros Inc | 3.30% | -- | -- | -- | -- | 0.55 | |
| USB | U.S. Bancorp | 3.28% | -- | -- | -- | -- | 0.12 | |
| AVGO | Broadcom Inc | 2.60% | -- | -- | -- | -- | 0.35 | |
| ABBV | AbbVie Inc | 2.57% | -- | -- | -- | -- | 0.14 | |
| BAC | Bank of America Corp | 2.33% | -- | -- | -- | -- | 0.09 | |
| UNH | UnitedHealth Group Inc | 2.29% | -- | -- | -- | -- | -0.56 | |
| ADBE | Adobe Inc | 2.29% | -- | -- | -- | -- | -0.14 | |
| HD | The Home Depot Inc | 2.01% | -- | -- | -- | -- | 0.08 | |
| VZ | Verizon Communications Inc | 1.98% | -- | -- | -- | -- | 0.10 | |
| JNJ | Johnson & Johnson | 1.79% | -- | -- | -- | -- | 0.03 | |
| NKE | Nike Inc | 1.73% | -- | -- | -- | -- | -0.29 | |
| SCHW | Charles Schwab Corp | 1.62% | -- | -- | -- | -- | 0.10 | |
| NEE | NextEra Energy Inc | 1.62% | -- | -- | -- | -- | -0.04 | |
| QCOM | Qualcomm Inc | 1.58% | -- | -- | -- | -- | -0.19 | |
| AMGN | Amgen Inc | 1.49% | -- | -- | -- | -- | -0.05 |
Showing 1 - 25 of 34 Holdings