3AM

3EDGE Asset Management Portfolio holdings

AUM $1.77B
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$20.1M
3
+$18.7M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$17M
5
IAU icon
iShares Gold Trust
IAU
+$10.5M

Top Sells

1
+$67.5M
2
+$64.6M
3
+$17.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$14.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-469,500
27
– –
-66,600
28
– –
-355,200
29
– –
-61,200
30
– –
0
31
– –
-1,753,600
32
– –
0
1
2