3F

360 Financial Portfolio holdings

AUM $311M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.35M
3
+$2.83M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$1.74M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.27M

Top Sells

1
+$9.89M
2
+$6M
3
+$796K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$216K
5
TSLA icon
Tesla
TSLA
+$208K

Sector Composition

1 Technology 3.39%
2 Financials 2.11%
3 Industrials 1.83%
4 Healthcare 1.47%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$472K 0.25%
10,479
+931
52
$463K 0.24%
7,595
53
$457K 0.24%
2,358
54
$445K 0.23%
941
-33
55
$433K 0.23%
10,950
56
$425K 0.22%
1,129
57
$415K 0.22%
2,171
58
$385K 0.2%
3,018
+174
59
$384K 0.2%
2,108
60
$379K 0.2%
984
-26
61
$378K 0.2%
1,583
+53
62
$365K 0.19%
3,533
-187
63
$358K 0.19%
7,800
64
$336K 0.18%
1,376
-18
65
$323K 0.17%
8,105
+1,005
66
$317K 0.17%
+1,900
67
$302K 0.16%
3,845
-389
68
$302K 0.16%
3,399
-163
69
$301K 0.16%
2,454
-77
70
$289K 0.15%
6,039
+614
71
$272K 0.14%
+1,484
72
$268K 0.14%
3,658
-468
73
$253K 0.13%
5,848
74
$251K 0.13%
2,953
+2
75
$213K 0.11%
+1,003
1 2
3
4