3F
360 Financial Portfolio holdings
AUM
$317M
This Quarter Return
+4.51%
1 Year Return
+12.73%
3 Year Return
+58.65%
5 Year Return
+88%
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+5.6%)
Cap. Flow
+$3.76M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
67.71%
Holding
89
New
8
Increased
31
Reduced
22
Closed
8
Top Buys
| 1 |
iShares Self-Driving EV and Tech ETF
IDRV
|
$6.22M |
| 2 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
$6.01M |
| 3 |
SPDR Gold Trust
GLD
|
$1.72M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.64M |
| 5 |
Stem
STEM
|
$402K |
Top Sells
Sector Composition
| 1 | Technology | 2.49% |
| 2 | Industrials | 1.79% |
| 3 | Consumer Staples | 1.52% |
| 4 | Financials | 1.33% |
| 5 | Healthcare | 1.25% |
