3F
360 Financial Portfolio holdings
AUM
$317M
1-Year Return
12.73%
This Quarter Return
+9.66%
1 Year Return
+12.73%
3 Year Return
+58.65%
5 Year Return
+88%
10 Year Return
–
AUM
$142M
AUM Growth
+$21.2M
(+18%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
9.59%
Top 10 Holdings %
Top 10 Hldgs %
70.82%
Holding
74
New
9
Increased
17
Reduced
22
Closed
4
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$11.8M |
| 2 |
SPDR S&P Homebuilders ETF
XHB
|
$5.97M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$5.86M |
| 4 |
iShares US Medical Devices ETF
IHI
|
$5.13M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$4.57M |
Top Sells
Sector Composition
| 1 | Technology | 2.6% |
| 2 | Industrials | 1.78% |
| 3 | Consumer Staples | 1.7% |
| 4 | Healthcare | 1.4% |
| 5 | Financials | 1.08% |
