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
$372M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$6.72M
3
+$6.69M
4
MLN icon
VanEck Long Muni ETF
MLN
+$2.77M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$1.98M

Top Sells

1
+$29.5M
2
+$5.09M
3
+$3.77M
4
TAXF icon
American Century Diversified Municipal Bond ETF
TAXF
+$1.93M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.92M

Sector Composition

1 Technology 0.37%
2 Healthcare 0.16%
3 Industrials 0.14%
4 Financials 0.13%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$303K 0.08%
2,037
-597
77
$296K 0.08%
5,578
+1,242
78
$285K 0.08%
3,435
-94
79
$283K 0.08%
11,741
+368
80
$283K 0.08%
6,590
-170
81
$281K 0.08%
+3,028
82
$270K 0.07%
16,048
+127
83
$263K 0.07%
6,778
+561
84
$262K 0.07%
+6,406
85
$258K 0.07%
7,908
-32
86
$254K 0.07%
5,307
-273
87
$252K 0.07%
2,331
-63
88
$246K 0.07%
11,985
-457
89
$242K 0.07%
+1,657
90
$240K 0.06%
+7,970
91
$237K 0.06%
4,592
-256
92
$236K 0.06%
+5,427
93
$229K 0.06%
600
94
$226K 0.06%
1,722
-192
95
$224K 0.06%
9,538
-1,188
96
$213K 0.06%
919
+17
97
$209K 0.06%
2,210
-145
98
$208K 0.06%
6,162
-341
99
$202K 0.05%
12,461
+192
100
$199K 0.05%
12,420
+134
1 2 3
4
5