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
$154M
AUM Growth
+$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$291K
2 +$285K
3 +$2.97K

Top Sells

1 +$200K

Sector Composition

1 Technology 3.09%
2 Financials 2.11%
3 Industrials 2.03%
4 Healthcare 1.91%
5 Consumer Staples 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.14%
786
77
$208K 0.14%
4,760
78
$186K 0.12%
26,100
79
$151K 0.1%
13,500
80
$151K 0.1%
24,700
81
$75.5K 0.05%
39,960
82
$58.1K 0.04%
10,000
83
$43.2K 0.03%
12,581
84
$9.29K 0.01%
17
85
$3.1K ﹤0.01%
808
+776
86
-5,289