3F
360 Financial Portfolio holdings
AUM
$317M
This Quarter Return
-14.67%
1 Year Return
+12.73%
3 Year Return
+58.65%
5 Year Return
+88%
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(-20%)
Cap. Flow
-$17.7M
Cap. Flow
% of AUM
-10.68%
Top 10 Holdings %
Top 10 Hldgs %
68.94%
Holding
99
New
5
Increased
27
Reduced
31
Closed
18
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$5.49M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.16M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$2.24M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$777K |
| 5 |
Amazon
AMZN
|
$527K |
Top Sells
| 1 |
SPDR S&P Homebuilders ETF
XHB
|
$7.39M |
| 2 |
iShares Self-Driving EV and Tech ETF
IDRV
|
$7.33M |
| 3 |
Invesco Leisure and Entertainment ETF
PEJ
|
$6.77M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$6.66M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$440K |
Sector Composition
| 1 | Technology | 2.71% |
| 2 | Industrials | 2.4% |
| 3 | Healthcare | 1.88% |
| 4 | Consumer Staples | 1.69% |
| 5 | Financials | 1.67% |
