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
76
$386K 0.1%
+1
77
$383K 0.1%
18,114
+1,498
78
$376K 0.1%
+5,220
79
$375K 0.1%
3,068
-52,315
80
$371K 0.09%
+10,251
81
$370K 0.09%
+7,006
82
$356K 0.09%
+5,465
83
$344K 0.09%
+2,437
84
$340K 0.09%
+12,973
85
$331K 0.08%
+3,357
86
$320K 0.08%
+4,240
87
$320K 0.08%
+1,990
88
$316K 0.08%
+4,050
89
$315K 0.08%
+4,859
90
$313K 0.08%
+4,529
91
$311K 0.08%
1,579
-1,693
92
$310K 0.08%
+8,352
93
$309K 0.08%
+10,030
94
$304K 0.08%
5,007
-113,914
95
$300K 0.08%
+6,067
96
$294K 0.07%
11,755
-3,052
97
$292K 0.07%
+11,331
98
$290K 0.07%
+9,216
99
$287K 0.07%
+8,396
100
$286K 0.07%
+1,898