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3F

360 Financial Portfolio holdings

AUM $332M
1-Year Est. Return 20.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.64B
2
+$7.27M
3
+$4.49M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.45M

Top Sells

1
+$7.32M
2
+$1.07M
3
+$822K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$782K
5
MSFT icon
Microsoft
MSFT
+$293K

Sector Composition

1 Technology 4.33%
2 Industrials 1.36%
3 Financials 1.36%
4 Consumer Staples 1.27%
5 Healthcare 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.08%
+1,126
77
$210K 0.08%
501
+1
78
$206K 0.07%
+615
79
$119K 0.04%
80,800
-100
80
$69.4K 0.03%
18,300
81
$53.1K 0.02%
10,000
82
$31.9K 0.01%
1,914
83
– –
-2,324
84
– –
-493
85
– –
-1,734
86
– –
-8,127
87
– –
-5,000
88
– –
-659
89
– –
-2,481
90
– –
-3,718
91
– –
-2,436
92
– –
-1,642
93
– –
-24,700
94
– –
-1,585
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4