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
51
$1.23M 0.53%
19,291
+352
52
$1.22M 0.53%
5,978
+1,140
53
$1.21M 0.52%
24,047
+1,361
54
$1.18M 0.51%
16,777
+528
55
$1.14M 0.49%
120,120
+5,040
56
$1.13M 0.49%
+9,775
57
$923K 0.4%
17,831
-916
58
$903K 0.39%
60,732
-41,000
59
$856K 0.37%
10,303
60
$854K 0.37%
6,075
-284
61
$850K 0.37%
+6,320
62
$837K 0.36%
17,938
+30
63
$837K 0.36%
20,964
64
$829K 0.36%
6,484
+1,754
65
$824K 0.36%
29,298
+200
66
$822K 0.36%
5,523
-320
67
$768K 0.33%
+16,141
68
$745K 0.32%
+8,430
69
$717K 0.31%
+1,646
70
$712K 0.31%
7,483
71
$709K 0.31%
43,424
+2,088
72
$707K 0.31%
3,710
+882
73
$691K 0.3%
6,467
+1,807
74
$684K 0.3%
19,741
+7,846
75
$668K 0.29%
5,587
-100
1 2
3
4 5