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
51
$615K 0.16%
16,455
+1,162
52
$604K 0.15%
11,767
-281,648
53
$580K 0.15%
+5,422
54
$563K 0.14%
+10,822
55
$520K 0.13%
17,487
-536,427
56
$498K 0.13%
+11,581
57
$488K 0.12%
12,361
+900
58
$480K 0.12%
+6,090
59
$478K 0.12%
+7,471
60
$472K 0.12%
+4,808
61
$472K 0.12%
+8,843
62
$462K 0.12%
+2,898
63
$458K 0.12%
+3,572
64
$454K 0.12%
+8,914
65
$454K 0.12%
12,071
+1,001
66
$453K 0.11%
+9,235
67
$449K 0.11%
+2,097
68
$435K 0.11%
+1,776
69
$431K 0.11%
+9,490
70
$423K 0.11%
+1,068
71
$418K 0.11%
+2,756
72
$411K 0.1%
+4,628
73
$405K 0.1%
+8,413
74
$398K 0.1%
+3,060
75
$398K 0.1%
+6,460