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
$419M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 0.25%
2 Industrials 0.14%
3 Financials 0.1%
4 Materials 0.08%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$691K 0.17%
12,715
+1,893
52
$687K 0.16%
+25,455
53
$671K 0.16%
9,583
+490
54
$660K 0.16%
30,582
+1,479
55
$653K 0.16%
2,701
56
$598K 0.14%
5,422
57
$596K 0.14%
11,515
+2,601
58
$580K 0.14%
12,842
+1,261
59
$574K 0.14%
12,946
+585
60
$537K 0.13%
2,385
+288
61
$534K 0.13%
9,918
+683
62
$531K 0.13%
5,155
+347
63
$528K 0.13%
13,651
+1,580
64
$525K 0.13%
6,384
+294
65
$522K 0.12%
3,934
+362
66
$520K 0.12%
9,750
+907
67
$513K 0.12%
9,424
-2,343
68
$501K 0.12%
10,469
+979
69
$499K 0.12%
7,885
+414
70
$494K 0.12%
5,496
+868
71
$487K 0.12%
9,112
+2,106
72
$485K 0.12%
9,369
+956
73
$483K 0.12%
2,833
-65
74
$456K 0.11%
1,884
+685
75
$455K 0.11%
6,082
+862