3F
360 Financial Portfolio holdings
AUM
$317M
1-Year Est. Return
12.73%
1 Year Est. Return
+12.73%
AUM
$276M
AUM Growth
-$274K
(-0.1%)
Holding
90
Top Buys
| 1 | +$12.6M | |
| 2 | +$11.5M | |
| 3 | +$11.2M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.04M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.8M |
Top Sells
| 1 | +$15.3M | |
| 2 | +$12.1M | |
| 3 | +$6.97M | |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$1.76M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$406K |
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
Stem
STEM
$165M
| $12.2K | ﹤0.01% |
+1,745
|
|
||
77
Arm
ARM
$180B
| – | – |
-1,777
|
|
||
78
Salesforce
CRM
$248B
| – | – |
-615
|
|
||
79
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$511M
| – | – |
-425,313
|
|
||
80
Alphabet (Google) Class A
GOOGL
$3.39T
| – | – |
-1,126
|
|
||
81
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.93B
| – | – |
-58,397
|
|
||
82
Hubbell
HUBB
$25B
| – | – |
-501
|
|
||
83
iShares Core S&P 500 ETF
IVV
$677B
| – | – |
-375
|
|
||
84
Lumen
LUMN
$10.5B
| – | – |
-10,000
|
|
||
85
Outset Medical
OM
$233M
| – | – |
-1,914
|
|
||
86
Invesco BuyBack Achievers ETF
PKW
$1.48B
| – | – |
-1,976
|
|
||
87
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.02B
| – | – |
-2,483
|
|
||
88
State Street SPDR S&P Homebuilders ETF
XHB
$1.76B
| – | – |
-116,197
|
|
||
89
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.6B
| – | – |
-1,842
|
|
||
90
ProShares UltraPro QQQ
TQQQ
$31.5B
| – | – |
-2,781
|
|