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
51
$641K 0.17%
25,139
+1,478
52
$611K 0.16%
6,312
-92
53
$606K 0.16%
9,410
+1,530
54
$562K 0.15%
13,919
-3,369
55
$558K 0.15%
15,759
-731
56
$538K 0.14%
2,762
-266
57
$527K 0.14%
5,422
58
$518K 0.14%
6,754
-2,374
59
$505K 0.13%
19,787
-3,430
60
$491K 0.13%
+3,955
61
$485K 0.13%
15,557
-901
62
$479K 0.13%
10,279
-3,553
63
$470K 0.12%
6,130
-1,916
64
$466K 0.12%
1
65
$464K 0.12%
4,955
+556
66
$461K 0.12%
1,436
-130
67
$449K 0.12%
19,472
+504
68
$438K 0.12%
10,740
+215
69
$433K 0.11%
+8,866
70
$429K 0.11%
6,422
-4,171
71
$410K 0.11%
6,424
-5,453
72
$404K 0.11%
4,052
-1,151
73
$392K 0.1%
2,070
-822
74
$383K 0.1%
1,699
-1,434
75
$374K 0.1%
2,384
+347