LCM

Liberty Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$2.39M
3
+$891K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$695K
5
SCHW icon
Charles Schwab
SCHW
+$386K

Top Sells

1
+$963K
2
+$858K
3
+$205K
4
FAST icon
Fastenal
FAST
+$87.5K
5
WFC icon
Wells Fargo
WFC
+$53.4K

Sector Composition

1 Technology 18.74%
2 Healthcare 16.34%
3 Financials 14.1%
4 Consumer Discretionary 11.47%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 1.5%
58,696
+1,660
27
$2.92M 1.47%
36,539
+435
28
$2.81M 1.42%
97,880
29
$2.8M 1.41%
28,217
+542
30
$2.73M 1.38%
18,897
+16,505
31
$2.69M 1.36%
16,673
32
$2.5M 1.26%
34,551
+50
33
$2.5M 1.26%
155,280
-5,440
34
$2.37M 1.2%
71,912
-524
35
$2.27M 1.15%
28,213
-231
36
$2.2M 1.11%
11,592
-86
37
$2.19M 1.11%
37,124
-16,294
38
$1.98M 1%
33,660
-100
39
$1.95M 0.98%
5,579
+150
40
$1.91M 0.96%
15,570
-172
41
$1.76M 0.89%
17,391
+2,357
42
$1.75M 0.88%
23,049
+1,320
43
$1.73M 0.87%
33,429
+1,400
44
$1.63M 0.82%
13,190
+1,516
45
$1.4M 0.71%
7,082
+1,127
46
$1.37M 0.69%
25,519
47
$1.37M 0.69%
31,996
+9,029
48
$1.35M 0.68%
119,052
+9,678
49
$1.35M 0.68%
17,355
50
$1.34M 0.68%
4,726
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2
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