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
101
$1K ﹤0.01%
+28,392
102
$1K ﹤0.01%
+26,995
103
$0 ﹤0.01%
+14,807
104
$0 ﹤0.01%
+12,599
105
$0 ﹤0.01%
+11,070
106
$0 ﹤0.01%
+11,461
107
$0 ﹤0.01%
+10,168
108
$0 ﹤0.01%
+3,272
109
$0 ﹤0.01%
+16,616
1 2 3 4
5