360 Financial, Inc.
RIA/Wealth
360 Financial, Inc. is a RIA/Wealth based in Mount Pleasant, SC led by Michael Anthony Rogers, reporting $567.6M in AUM as of Q3 2025 with 61% ETF concentration, 74% concentrated in top 10 holdings, and 25% allocation to VIG.
PresidentMichael Anthony Rogers
- Portfolio Value
- $309.2M
- Positions
- 84
- Top Holding
- VIG at 25.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 360 Financial, Inc.'s portfolio (74.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $77.6M | 25.10% | +$6.1M Bought | — 359.6K shares | |
ETF ETF | $33.7M | 10.89% | +$741.9K Bought | — 136.3K shares | |
ETF ETF | $19.4M | 6.28% | +$2.3M Bought | — 99.8K shares | |
ETF ETF | $17.6M | 5.68% | -$177.5K Sold | — 310.8K shares | |
ETF ETF | $17.5M | 5.65% | +$560.2K Bought | — 366.9K shares | |
ETF ETF | $17.1M | 5.53% | +$16.8M Bought | — 126.0K shares | |
ETF ETF | $16.2M | 5.23% | +$493.4K Bought | — 105.8K shares | |
ETF ETF | $14.2M | 4.59% | +$14.2M New | — 279.3K shares | |
Unknown Unknown | $8.7M | 2.81% | -$22.3K Sold | — 29.5K shares | |
ETF ETF | $8.2M | 2.66% | +$8.2M New | — 82.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 360 Financial, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for 360 Financial, Inc.
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