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
51
$724K 0.17%
1,821
+18
52
$691K 0.16%
13,976
+381
53
$633K 0.15%
12,562
+108
54
$624K 0.15%
5,422
55
$622K 0.15%
12,001
-624
56
$605K 0.14%
10,251
57
$603K 0.14%
16,533
+1,280
58
$599K 0.14%
8,362
+479
59
$590K 0.14%
11,155
+560
60
$588K 0.14%
14,008
+319
61
$588K 0.14%
27,383
+1,132
62
$584K 0.14%
6,448
+48
63
$581K 0.14%
2,571
+60
64
$577K 0.13%
15,269
+481
65
$562K 0.13%
5,463
-50
66
$557K 0.13%
10,549
-242
67
$549K 0.13%
9,890
-161
68
$547K 0.13%
4,959
+39
69
$524K 0.12%
1,981
70
$522K 0.12%
24,410
+2,567
71
$520K 0.12%
4,806
-21
72
$516K 0.12%
2,826
+11
73
$512K 0.12%
5,848
-32
74
$490K 0.11%
6,565
+69
75
$475K 0.11%
8,980
-143