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
$395M
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.6M
3
+$7.24M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.44M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.42M

Top Sells

1
+$16M
2
+$14.5M
3
+$6.92M
4
AAPL icon
Apple
AAPL
+$6.39M
5
MSFT icon
Microsoft
MSFT
+$5.25M

Sector Composition

1 Healthcare 0.31%
2 Industrials 0.15%
3 Materials 0.11%
4 Financials 0.1%
5 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
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