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
51
$2.87M 0.58%
9,316
+86
52
$2.86M 0.58%
2,722
+350
53
$2.74M 0.55%
14,930
54
$2.68M 0.54%
3,338
+150
55
$2.59M 0.52%
72,322
56
$2.53M 0.51%
16,434
-95
57
$2.48M 0.5%
49,260
+5,304
58
$2.38M 0.48%
8,271
+1,692
59
$2.34M 0.47%
30,800
+5,745
60
$2.32M 0.47%
4,125
-14
61
$2.11M 0.43%
3,420
+1
62
$2.11M 0.43%
44,468
-1,193
63
$2.08M 0.42%
21,228
64
$2.07M 0.42%
28,250
+2,372
65
$2.07M 0.42%
4,415
66
$2.03M 0.41%
2,752
+665
67
$2.03M 0.41%
4,179
+61
68
$1.87M 0.38%
34,457
-15,077
69
$1.85M 0.37%
2,373
-2
70
$1.84M 0.37%
26,493
+234
71
$1.81M 0.37%
22,018
+5,538
72
$1.78M 0.36%
60,457
73
$1.73M 0.35%
22,145
-14
74
$1.72M 0.35%
34,720
-346
75
$1.7M 0.34%
12,864
+262
1 2
3
4 5