3AM
3D Asset Management Portfolio holdings
AUM
$360M
This Quarter Return
-1.04%
1 Year Return
-1.09%
3 Year Return
+0.82%
5 Year Return
+24.94%
10 Year Return
–
AUM
$297M
AUM Growth
–
Cap. Flow
+$297M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.6%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$54.9M |
| 2 |
WisdomTree US MidCap Fund
EZM
|
$46.2M |
| 3 |
WisdomTree US SmallCap Earnings Fund
EES
|
$30.2M |
| 4 |
iShares Government/Credit Bond ETF
GBF
|
$22.4M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$16.4M |
Top Sells
No sells this quarter
