BDVG - iMGP Berkshire Dividend G... Analysis | Stock Taper
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BDVG

iMGP Berkshire Dividend Growth ETF
iMGP Berkshire Dividend Growth ETF iM
$14.44 -0.69% (-0.10)

Managing Company iM
Asset Under Management $9.10M
Inception Date Jun 29, 2023
Expense Ratio 0.55%
52w High $14.58
52w Low $12.01
Volume 2,742
Avg Volume 12,290
Asset Class Equity

About iMGP Berkshire Dividend Growth ETF

The fund seeks dividend income and long-term capital appreciation through investments in a diversified portfolio of equities, focusing on companies with stable, high, and growing dividends.

SECTOR HOLDINGS

Industrials Industrials
18.60%
Technology Technology
18.20%
Financial Services Financial Services
17.04%
Consumer Defensive Consumer Defensive
11.59%
Energy Energy
10.53%
Healthcare Healthcare
9.81%
Consumer Cyclical Consumer Cyclical
6.17%
Basic Materials Basic Materials
3.70%
Utilities Utilities
3.08%
Real Estate Real Estate
1.27%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
86.78%
Other
7.16%
Switzerland flag Switzerland
4.03%
Ireland flag Ireland
2.02%