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
$231M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.13M
3
+$850K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$789K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$768K

Top Sells

1
+$2.5M
2
+$930K
3
+$610K
4
AMZN icon
Amazon
AMZN
+$585K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$476K

Sector Composition

1 Technology 18.08%
2 Healthcare 15.28%
3 Financials 10.48%
4 Consumer Discretionary 10.23%
5 Consumer Staples 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1.35%
27,996
-1,270
27
$2.84M 1.23%
28,897
-107
28
$2.77M 1.2%
21,916
-1,508
29
$2.59M 1.12%
25,918
-547
30
$2.49M 1.08%
13,510
+2,989
31
$2.48M 1.07%
41,142
+12,122
32
$2.46M 1.06%
44,555
+99
33
$2.4M 1.04%
56,290
-512
34
$2.38M 1.03%
64,533
-2,035
35
$2.17M 0.94%
16,410
+1,250
36
$2.14M 0.93%
23,371
-388
37
$2.1M 0.91%
29,700
-2,560
38
$1.96M 0.85%
+8,952
39
$1.87M 0.81%
32,889
-1,870
40
$1.86M 0.81%
19,825
+1,213
41
$1.86M 0.81%
6,011
-10
42
$1.77M 0.77%
45,720
+20,334
43
$1.65M 0.71%
20,993
+1,859
44
$1.5M 0.65%
24,940
+5,092
45
$1.43M 0.62%
23,819
+50
46
$1.38M 0.6%
4,681
47
$1.35M 0.58%
78,129
+90
48
$1.31M 0.57%
103,456
+2,600
49
$1.3M 0.57%
16,277
-1,351
50
$1.26M 0.54%
6,976
+769
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