3AM
3D Asset Management Portfolio holdings
AUM
$360M
This Quarter Return
-0.03%
1 Year Return
-1.09%
3 Year Return
+0.82%
5 Year Return
+24.94%
10 Year Return
–
AUM
$418M
AUM Growth
+$418M
(-1.2%)
Cap. Flow
-$2.56M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
70.72%
Holding
61
New
6
Increased
18
Reduced
33
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 0.07% |
| 2 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $326K | 0.08% |
5,169
+82
| +2% | +$5.17K |
|
52
WisdomTree International MidCap Dividend Fund
DIM
$158M
| $306K | 0.07% |
4,694
-282
| -6% | -$18.4K |
|
53
SPDR S&P Kensho Intelligent Structures ETF
SIMS
$9.08M
| $296K | 0.07% |
+10,160
| New | +$296K |
|
54
SPDR S&P Kensho Future Security ETF
FITE
$81.9M
| $295K | 0.07% |
+8,946
| New | +$295K |
|
55
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.84B
| $293K | 0.07% |
+13,292
| New | +$293K |
|
56
Jacobs Solutions
J
$17.5B
| $285K | 0.07% |
4,485
| – | – |
|
57
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $242K | 0.06% |
2,429
-46
| -2% | -$4.58K |
|
58
SPDR Dow Jones REIT ETF
RWR
$1.83B
| $229K | 0.05% |
2,438
-293
| -11% | -$27.5K |
|
59
Berkshire Hathaway Class A
BRK.A
$1.09T
| – | – |
-100
| Closed | -$299K |
|
60
Vanguard FTSE Developed Markets ETF
VEA
$171B
| – | – |
-4,671
| Closed | -$207K |
|
61
WisdomTree
WT
$2B
| – | – |
-11,146
| Closed | -$102K |
|