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Holdings (Monthly) Guide ↗

IMS Capital Value Fund

· 360 Funds
Monthly Holdings $62M AUM 2 positions Period Jun 2026 Filed Aug 31, 2026 EDGAR ↗ ← All Funds
All 3 New 3 Added 2 Reduced 5 Exited · Jun 2026 vs Dec 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Broadcom Inc 11135F101 Sep 2024 7,500 -2,700 $2.8M -19.7% 4.56% EC
2 Federated Hermes Government Obligations Fund 60934N104 Dec 2025 590,395 -500,913 $590K -45.9% 0.95% STIV