3C
361 Capital Portfolio holdings
AUM
$213M
1-Year Return
24.26%
This Quarter Return
+8.02%
1 Year Return
+24.26%
3 Year Return
+117.64%
5 Year Return
–
10 Year Return
–
AUM
$13.2M
AUM Growth
+$983K
(+8.1%)
Cap. Flow
+$823K
Cap. Flow
% of AUM
6.24%
Top 10 Holdings %
Top 10 Hldgs %
58.97%
Holding
155
New
72
Increased
1
Reduced
15
Closed
55
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.82M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.12M |
| 3 |
iShares MBS ETF
MBB
|
$935K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$902K |
| 5 |
Vanguard Total Bond Market
BND
|
$695K |
Top Sells
Sector Composition
| 1 | Utilities | 6.41% |
| 2 | Materials | 4.6% |
| 3 | Industrials | 4.56% |
| 4 | Consumer Staples | 4.23% |
| 5 | Energy | 2.24% |
