3D ASSET MANAGEMENT, INC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 344,722
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/31/2014 | 39 | 344,722 | 13F-HR | 3D ASSET MANAGEMENT, INC |
| Q1 2014 | 4/24/2014 | 40 | 333,679 | 13F-HR | 3D ASSET MANAGEMENT, INC |
| Q4 2013 | 1/31/2014 | 39 | 328,417 | 13F-HR | 3D ASSET MANAGEMENT, INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 139.9 K | 40.6% | 2.316 K | 0 | 2.316 K |
| ETFs | 193.9 K | 56.2% | 8.336 K | 0 | 8.336 K |
| Debt | 10.96 K | 3.2% | 391 | 0 | 391 |
Swipe for more columns
Fund Snapshot
Q2 2014
Latest filed
7/31/2014
Total value ($000)
344,722
Holdings
39
QoQ value change ($000)
11,043
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.