3F
360 Financial Portfolio holdings
AUM
$317M
This Quarter Return
+12.13%
1 Year Return
+12.73%
3 Year Return
+58.65%
5 Year Return
+88%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+41%)
Cap. Flow
+$48M
Cap. Flow
% of AUM
21.16%
Top 10 Holdings %
Top 10 Hldgs %
68.35%
Holding
91
New
23
Increased
26
Reduced
20
Closed
9
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
$14.7M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$9.11M |
| 3 |
SPDR S&P Homebuilders ETF
XHB
|
$7.13M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$5.34M |
| 5 |
VanEck Environmental Services ETF
EVX
|
$2.6M |
Top Sells
Sector Composition
| 1 | Technology | 3.59% |
| 2 | Industrials | 1.66% |
| 3 | Financials | 1.5% |
| 4 | Consumer Staples | 1.18% |
| 5 | Healthcare | 1.05% |
