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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
$276M
AUM Growth
-$274K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$11.3M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.18M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.87M

Top Sells

1
+$168M
2
+$15.3M
3
+$12.1M
4
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$6.97M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$2M

Sector Composition

1 Technology 3.71%
2 Consumer Staples 1.61%
3 Industrials 1.57%
4 Financials 1.37%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.2K ﹤0.01%
+1,745
77
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-58,397
78
– –
-375
79
– –
-10,000
80
– –
-1,914
81
– –
-1,976
82
– –
-5,562
83
– –
-2,483
84
– –
-116,197
85
– –
-3,684
86
– –
-1,777
87
– –
-615
88
– –
-425,313
89
– –
-1,126
90
– –
-501
1 2 3
4