3LCM

3D/L Capital Management Portfolio holdings

AUM $308M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.6M
3
+$7.24M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.44M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.42M

Top Sells

1
+$16M
2
+$14.5M
3
+$6.92M
4
AAPL icon
Apple
AAPL
+$6.39M
5
MSFT icon
Microsoft
MSFT
+$5.25M

Sector Composition

1 Healthcare 0.31%
2 Industrials 0.15%
3 Materials 0.11%
4 Financials 0.1%
5 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.36%
+10,836
27
$1.42M 0.36%
+5,525
28
$1.38M 0.35%
+3,458
29
$1.33M 0.34%
51,433
+2,350
30
$1.17M 0.3%
+5,455
31
$1.01M 0.26%
23,280
+2,854
32
$912K 0.23%
+7,858
33
$900K 0.23%
15,765
+3,446
34
$886K 0.22%
+7,587
35
$873K 0.22%
12,471
+1,853
36
$865K 0.22%
2,701
+54
37
$823K 0.21%
+10,018
38
$823K 0.21%
24,175
+2,496
39
$805K 0.2%
+4,790
40
$799K 0.2%
13,788
+2,846
41
$796K 0.2%
+10,855
42
$729K 0.18%
+7,400
43
$726K 0.18%
+23,138
44
$720K 0.18%
24,690
+5,260
45
$697K 0.18%
21,041
-2,446
46
$689K 0.17%
+7,577
47
$685K 0.17%
+2,146
48
$661K 0.17%
30,360
+1,968
49
$630K 0.16%
29,103
+2,108
50
$621K 0.16%
+9,093
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