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
$428M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 0.2%
2 Industrials 0.15%
3 Financials 0.11%
4 Technology 0.1%
5 Materials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.38M 0.56%
43,030
+4,458
27
$2.21M 0.52%
6,881
+1
28
$2.15M 0.5%
98,354
-2,838
29
$2.03M 0.48%
39,841
+1,188
30
$1.91M 0.45%
10,966
-363
31
$1.87M 0.44%
3,921
+252
32
$1.28M 0.3%
49,265
+269
33
$1.24M 0.29%
11,505
-50
34
$1.13M 0.26%
7,985
+50
35
$1.12M 0.26%
+31,389
36
$1.11M 0.26%
20,188
+383
37
$1.02M 0.24%
4,018
-762
38
$1.01M 0.24%
12,520
+25
39
$981K 0.23%
25,133
-103
40
$970K 0.23%
4,746
-308
41
$968K 0.23%
13,444
+210
42
$958K 0.22%
12,328
+967
43
$882K 0.21%
25,584
-728
44
$859K 0.2%
11,250
+121
45
$852K 0.2%
12,426
+96
46
$839K 0.2%
7,928
+139
47
$775K 0.18%
13,087
-438
48
$771K 0.18%
9,998
+444
49
$768K 0.18%
6,606
+52
50
$739K 0.17%
20,557
+237