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3LCM

3D/L Capital Management Portfolio holdings

AUM $308M
1-Year Est. Return 13.67%
This Fund
S&P 500
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
+$33.6M
2
+$31.1M
3
+$29.4M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$23.3M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$22.5M

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
101
$1K ﹤0.01%
+10,942
102
$1K ﹤0.01%
+20,426
103
$0 ﹤0.01%
+14,807
104
$0 ﹤0.01%
+11,461
105
$0 ﹤0.01%
+10,168
106
$0 ﹤0.01%
+3,272
107
$0 ﹤0.01%
+16,616
108
$0 ﹤0.01%
+12,599
109
$0 ﹤0.01%
+11,070
1 2 3 4
5