3D ASSET MANAGEMENT Overview

3d Asset Management Inc is an investment advisor that manages 469.3 MM dollars in regulatory AUM and has 19 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 373MM in positions, representing 79% of the manager's regulatory AUM.

3D ASSET MANAGEMENT StockAlpha

-3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

3D ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGGY 9.89% ETF -3.84% -0.43% 29 0%
DLS 7.2% ETF -3.1% -0.32% 7 0%
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FEATURED IN
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3D ASSET MANAGEMENT Founders and Key Employees

Name Title In Position Since
Wayne N. Connors Shareholder/Director May-2013
John A. O'Connor President/Chief Compliance Officer November-2005
Christopher M. Frankenhoff Shareholder April-2007
Sheryl M. O'Connor Chief Operating Officer, Secretary March-2006

3D ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

3D ASSET MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investing in securities involves risk of loss that clients should be prepared to bear.

3D believes in efficient markets and passive fund management as a means of taking advantage of those efficiencies. 3D typically looks for pure asset-class investment vehicles with which to build efficient and low cost portfolios. 3D uses low cost asset-class and/or index mutual funds to structure certain portfolios. Exchange Traded Funds ("ETF's") and Exchange Traded Notes (“ETN's”) (referred to collectively herein as “ETF's”) also provide such investment vehicles. 3D will use certain ETF's to construct certain portfolios. 3D will typically limit its use of "Exchange Listed
Securities" to ETF's and closed end, passively managed funds.



9
Client portfolios may also include some individual securities, but usually resulting from pre-existing client holdings prior to becoming a 3D client. ...
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3D ASSET MANAGEMENT Portfolio Concentration

3D ASSET MANAGEMENT Location

111 FOUNDERS PLAZA
SUITE 1707
EAST HARTFORD, Connecticut
UNITED STATES, 06108-3289

3D ASSET MANAGEMENT Contact Information

Phone Number: 860-291-1998
Fax Number: 860-291-9818
Website:

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