iMGP Berkshire Dividend Growth ETF (BDVG) — ETF Analysis on Winston

Key Facts

• Issuer: IMGP
• Asset Class: Stock
• Price: $15.03
• Expense Ratio: 55.00%
• Assets Under Management: $20M
• Number of Holdings: 32
• Inception Date: 2023-06-29
• Currency: USD

Winston Score

iMGP Berkshire Dividend Growth ETF has a Winston Score of 54 out of 100.

Performance

• 1-Year Return: 23.23%
• 3-Year Return: 48.58%

Top Holdings

JPMORGAN CHASE + CO COMMON STOCK USD1.0 (N/A%), MICROSOFT CORP COMMON STOCK USD.00000625 (N/A%), ABBVIE INC COMMON STOCK USD.01 (N/A%), CHEVRON CORP COMMON STOCK USD.75 (N/A%), APPLE INC COMMON STOCK USD.00001 (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)