3LCM
3D/L Capital Management Portfolio holdings
AUM
$308M
This Quarter Return
+11.79%
1 Year Return
+13.67%
3 Year Return
+13.92%
5 Year Return
–
10 Year Return
–
AUM
$80.7M
AUM Growth
–
Cap. Flow
+$80.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.81%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.06M |
| 2 |
Microsoft
MSFT
|
$5.25M |
| 3 |
Amazon
AMZN
|
$4.46M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$3.79M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 25.1% |
| 2 | Financials | 17.12% |
| 3 | Consumer Discretionary | 14.03% |
| 4 | Industrials | 11.27% |
| 5 | Healthcare | 10.24% |
