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
$428M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 0.2%
2 Industrials 0.15%
3 Financials 0.11%
4 Technology 0.1%
5 Materials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$291K 0.07%
+11,140
102
$290K 0.07%
3,910
-85
103
$289K 0.07%
1,795
+7
104
$287K 0.07%
10,837
+312
105
$285K 0.07%
10,103
+487
106
$281K 0.07%
4,377
+153
107
$281K 0.07%
1,119
+3
108
$272K 0.06%
15,761
109
$269K 0.06%
9,379
-186
110
$257K 0.06%
9,357
+560
111
$257K 0.06%
1,939
+86
112
$257K 0.06%
8,243
-72
113
$239K 0.06%
+1,294
114
$239K 0.06%
2,187
-538
115
$238K 0.06%
2,083
+4
116
$237K 0.06%
2,718
+17
117
$233K 0.05%
1,282
+4
118
$230K 0.05%
+3,021
119
$229K 0.05%
783
+2
120
$227K 0.05%
1,367
+11
121
$223K 0.05%
+4,598
122
$218K 0.05%
3,674
+36
123
$217K 0.05%
2,536
+446
124
$211K 0.05%
6,712
+81
125
$209K 0.05%
8,051