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
76
$372K 0.1%
5,116
+254
77
$366K 0.1%
7,541
-4,925
78
$364K 0.1%
11,767
-1,072
79
$354K 0.09%
8,683
-2,634
80
$349K 0.09%
5,859
-259
81
$309K 0.08%
2,031
+6
82
$299K 0.08%
3,311
-7,543
83
$292K 0.08%
1,921
-1,544
84
$286K 0.08%
11,264
-477
85
$280K 0.07%
6,793
+15
86
$280K 0.07%
15,981
-67
87
$279K 0.07%
6,007
-583
88
$275K 0.07%
2,901
-127
89
$259K 0.07%
633
+33
90
$254K 0.07%
5,997
+570
91
$251K 0.07%
5,118
-189
92
$250K 0.07%
7,217
-691
93
$247K 0.07%
7,835
-135
94
$239K 0.06%
3,131
-304
95
$237K 0.06%
9,825
+287
96
$234K 0.06%
+9,997
97
$234K 0.06%
2,126
-205
98
$231K 0.06%
12,062
+1,988
99
$216K 0.06%
10,505
-1,480
100
$209K 0.06%
+9,470