LCM

Liberty Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$1.81M
3
+$1.76M
4
BND icon
Vanguard Total Bond Market
BND
+$1.25M
5
POWL icon
Powell Industries
POWL
+$686K

Top Sells

1
+$1.06M
2
+$790K
3
+$530K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$417K
5
CTAS icon
Cintas
CTAS
+$197K

Sector Composition

1 Technology 21.04%
2 Financials 10.04%
3 Industrials 9.4%
4 Healthcare 9%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.06M 1.22%
123,569
+8,312
27
$5.99M 1.21%
22,238
+114
28
$5.63M 1.14%
19,261
+997
29
$5.53M 1.12%
37,902
+1,378
30
$5.5M 1.11%
22,247
31
$5.17M 1.04%
123,080
32
$5.09M 1.03%
12,874
+208
33
$4.98M 1%
22,522
+287
34
$4.86M 0.98%
16,777
35
$4.61M 0.93%
14,780
+726
36
$4.35M 0.88%
45,239
37
$4.34M 0.88%
24,480
-73
38
$4.18M 0.84%
189,160
+18,296
39
$3.78M 0.76%
20,038
+67
40
$3.74M 0.76%
6,030
-6
41
$3.68M 0.74%
17,994
+3,498
42
$3.68M 0.74%
22,612
+664
43
$3.3M 0.67%
130,351
+4,530
44
$3.19M 0.64%
32,068
+1,642
45
$3.17M 0.64%
11,863
46
$3.13M 0.63%
118,159
+23,000
47
$3.1M 0.62%
58,678
+5,193
48
$3.08M 0.62%
31,143
+3,991
49
$3.07M 0.62%
100,122
50
$2.89M 0.58%
32,449
+2,543
1
2
3 4 5