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
$80.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$5.25M
3
+$4.46M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.02%
+661,614
77
$13K 0.02%
+246,699
78
$9K 0.01%
+159,833
79
$7K 0.01%
+310,973
80
$7K 0.01%
+118,921
81
$6K 0.01%
+124,239
82
$6K 0.01%
+193,167
83
$3K ﹤0.01%
+98,751
84
$3K ﹤0.01%
+44,494
85
$3K ﹤0.01%
+76,525
86
$2K ﹤0.01%
+84,644
87
$2K ﹤0.01%
+38,603
88
$2K ﹤0.01%
+35,607
89
$1K ﹤0.01%
+49,083
90
$1K ﹤0.01%
+12,319
91
$1K ﹤0.01%
+23,487
92
$1K ﹤0.01%
+2,647
93
$1K ﹤0.01%
+15,293
94
$1K ﹤0.01%
+19,430
95
$1K ﹤0.01%
+10,942
96
$1K ﹤0.01%
+20,426
97
$1K ﹤0.01%
+14,270
98
$1K ﹤0.01%
+10,618
99
$1K ﹤0.01%
+24,318
100
$1K ﹤0.01%
+21,679
1 2 3
4
5