3F
360 Financial Portfolio holdings
AUM
$317M
This Quarter Return
+7.2%
1 Year Return
+12.73%
3 Year Return
+58.65%
5 Year Return
+88%
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.42%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$17.3M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$17.2M |
| 3 |
SPDR Gold Trust
GLD
|
$12.9M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.6M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$8.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.39% |
| 2 | Industrials | 1.88% |
| 3 | Financials | 1.67% |
| 4 | Consumer Staples | 1.66% |
| 5 | Healthcare | 1.41% |
