3LCM
3D/L Capital Management Portfolio holdings
AUM
$308M
This Quarter Return
+9.76%
1 Year Return
+13.67%
3 Year Return
+13.92%
5 Year Return
–
10 Year Return
–
AUM
$372M
AUM Growth
+$372M
(+10%)
Cap. Flow
+$2.99M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
64.42%
Holding
113
New
11
Increased
43
Reduced
47
Closed
9
Top Buys
| 1 |
FT Vest US Equity Buffer ETF October
FOCT
|
$26.3M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$6.72M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$6.69M |
| 4 |
VanEck Long Muni ETF
MLN
|
$2.77M |
| 5 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
$1.98M |
Top Sells
Sector Composition
| 1 | Technology | 0.37% |
| 2 | Healthcare | 0.16% |
| 3 | Industrials | 0.14% |
| 4 | Financials | 0.13% |
| 5 | Consumer Staples | 0.06% |
