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
$339M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$293K
3
+$286K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$233K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Top Sells

1
+$139K
2
+$130K
3
+$110K
4
BAX icon
Baxter International
BAX
+$97.1K
5
LSTR icon
Landstar System
LSTR
+$71.2K

Sector Composition

1 Technology 18.22%
2 Healthcare 14.07%
3 Financials 9.74%
4 Consumer Discretionary 9.29%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 1.3%
53,545
-214
27
$4.23M 1.25%
36,398
-213
28
$4.09M 1.21%
40,630
+211
29
$4.04M 1.19%
30,280
30
$3.84M 1.13%
23,472
+606
31
$3.69M 1.09%
62,097
+23
32
$3.58M 1.05%
14,827
-112
33
$3.5M 1.03%
32,449
+10
34
$3.44M 1.02%
79,322
35
$3.38M 1%
130,984
36
$3.13M 0.92%
22,749
37
$3.12M 0.92%
17,977
-279
38
$2.97M 0.87%
58,784
+4,482
39
$2.75M 0.81%
23,961
-191
40
$2.72M 0.8%
51,182
+1,327
41
$2.68M 0.79%
34,104
+1,872
42
$2.66M 0.78%
45,595
+4,890
43
$2.59M 0.76%
6,011
44
$2.58M 0.76%
34,794
+17
45
$2.57M 0.76%
31,927
-1,207
46
$2.56M 0.75%
47,389
+509
47
$2.56M 0.75%
123,340
+3,020
48
$2.42M 0.71%
16,084
-330
49
$2.29M 0.67%
6,345
+288
50
$2.24M 0.66%
27,149
+1,836
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