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
$377M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Sells

1 +$6.02M
2 +$1.98M
3 +$1.08M
4
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$741K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$740K

Sector Composition

1 Technology 0.43%
2 Industrials 0.14%
3 Healthcare 0.12%
4 Financials 0.12%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.01M 0.53%
60,008
+3,972
27
$1.96M 0.52%
96,402
-1,584
28
$1.92M 0.51%
+23,394
29
$1.85M 0.49%
4,500
-1,063
30
$1.84M 0.49%
+14,214
31
$1.65M 0.44%
36,489
-12,573
32
$1.61M 0.43%
9,740
-943
33
$1.58M 0.42%
+49,195
34
$1.46M 0.39%
5,848
-2,128
35
$1.22M 0.32%
26,794
+1,657
36
$1.11M 0.29%
13,354
-3,763
37
$1.05M 0.28%
13,711
-4,917
38
$1.03M 0.27%
45,854
+210
39
$1.01M 0.27%
20,589
-7,104
40
$932K 0.25%
44,224
+22,058
41
$930K 0.25%
+11,531
42
$928K 0.25%
+13,712
43
$900K 0.24%
+24,070
44
$855K 0.23%
8,617
-60,708
45
$814K 0.22%
32,520
-240
46
$767K 0.2%
16,618
-760
47
$760K 0.2%
23,163
-337
48
$743K 0.2%
13,322
-588
49
$735K 0.19%
24,919
-989
50
$677K 0.18%
11,651
-747