3F

360 Financial Portfolio holdings

AUM $317M
1-Year Est. Return 12.73%
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.4M
3
+$3.01M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.73M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.42M

Top Sells

1
+$7.07M
2
+$1.07M
3
+$796K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$761K
5
VUG icon
Vanguard Growth ETF
VUG
+$293K

Sector Composition

1 Technology 4.33%
2 Industrials 1.36%
3 Financials 1.36%
4 Consumer Staples 1.27%
5 Healthcare 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.59%
12,891
-588
27
$1.47M 0.53%
18,337
+235
28
$1.43M 0.52%
23,996
-297
29
$1.37M 0.49%
37,968
-434
30
$1.27M 0.46%
4,345
+1
31
$1.2M 0.43%
6,843
-4,545
32
$1.17M 0.42%
3,694
33
$1.1M 0.4%
15,969
+566
34
$800K 0.29%
7,992
+694
35
$798K 0.29%
3,637
-98
36
$775K 0.28%
7,700
37
$751K 0.27%
1,282
38
$731K 0.26%
5,849
39
$729K 0.26%
12,318
+7
40
$715K 0.26%
3,235
+975
41
$608K 0.22%
6,555
-44
42
$552K 0.2%
1,374
43
$550K 0.2%
1,088
+250
44
$525K 0.19%
8,436
-15
45
$515K 0.19%
3,561
+1
46
$513K 0.19%
1,969
47
$492K 0.18%
22,642
-7,715
48
$488K 0.18%
444,000
49
$481K 0.17%
2,869
+1
50
$461K 0.17%
4,631
+2
1
2
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