3F
360 Financial Portfolio holdings
AUM
$311M
1-Year Est. Return
14.06%
This Fund
S&P 500
1 Year Est. Return
+14.06%
AUM
$317M
AUM Growth
+$40.5M
(+15%)
Holding
86
Top Buys
| 1 | +$2.3M | |
| 2 | +$1.55M | |
| 3 | +$1.37M | |
| 4 |
Invesco S&P SmallCap Value with Momentum ETF
XSVM
|
+$963K |
| 5 |
Cambria Shareholder Yield ETF
SYLD
|
+$812K |
Top Sells
| 1 | +$108K | |
| 2 | +$98.8K | |
| 3 | +$90K | |
| 4 |
Huntington Bancshares
HBAN
|
+$78.8K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$67.6K |
Sector Composition
| 1 | Technology | 4.32% |
| 2 | Industrials | 1.61% |
| 3 | Consumer Staples | 1.41% |
| 4 | Financials | 1.11% |
| 5 | Healthcare | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 ETF
IWB
$46.6B
| $225K | 0.07% |
664
|
|
||
77
Deere & Co
DE
$143B
| $225K | 0.07% |
443
+1
|
|
||
78
Exxon Mobil
XOM
$591B
| $224K | 0.07% |
2,074
|
|
||
79
Centrus Energy
LEU
$5.07B
| $220K | 0.07% |
+1,200
|
|
||
80
Advanced Micro Devices
AMD
$385B
| $218K | 0.07% |
+1,539
|
|
||
81
FS KKR Capital
FSK
$3.86B
| $216K | 0.07% |
10,406
|
|
||
82
VanEck Uranium + Nuclear Energy ETF
NLR
$4.71B
| $206K | 0.07% |
+1,851
|
|
||
83
Keysight
KEYS
$37.1B
| $201K | 0.06% |
+1,229
|
|
||
84
Opko Health
OPK
$967M
| $117K | 0.04% |
88,800
+9,500
|
|
||
85
Marqeta
MQ
$1.82B
| $107K | 0.03% |
18,300
|
|
||
86
Stem
STEM
$131M
| – | – |
-1,745
|
|