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
101
$208K 0.06%
+2,238
102
$206K 0.05%
+909
103
$202K 0.05%
+4,717
104
$201K 0.05%
+4,388
105
$190K 0.05%
10,334
-2,086
106
$185K 0.05%
10,245
-2,216
107
$138K 0.04%
6,396
-238
108
$29.2K 0.01%
1,670
-253
109
-6,162
110
-5,578
111
-10,564
112
-1,722
113
-2,210
114
-1,657
115
-4,592
116
-6,406
117
-919
118
-80,051