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
$198M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$2.39M
3
+$891K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$695K
5
SCHW icon
Charles Schwab
SCHW
+$386K

Top Sells

1
+$963K
2
+$858K
3
+$205K
4
FAST icon
Fastenal
FAST
+$87.5K
5
WFC icon
Wells Fargo
WFC
+$53.4K

Sector Composition

1 Technology 18.74%
2 Healthcare 16.34%
3 Financials 14.1%
4 Consumer Discretionary 11.47%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$525K 0.26%
2,613
77
$520K 0.26%
4,655
78
$493K 0.25%
1,747
79
$491K 0.25%
10,165
-1,105
80
$490K 0.25%
12,260
81
$479K 0.24%
10,200
82
$472K 0.24%
24,125
83
$466K 0.23%
9,632
84
$434K 0.22%
3,216
85
$408K 0.21%
10,115
-369
86
$406K 0.2%
4,920
+765
87
$395K 0.2%
5,828
88
$373K 0.19%
6,526
89
$359K 0.18%
+79,880
90
$354K 0.18%
+14,965
91
$346K 0.17%
3,160
+100
92
$343K 0.17%
3,844
93
$323K 0.16%
185
94
$321K 0.16%
5,040
95
$306K 0.15%
14,230
96
$298K 0.15%
2,300
97
$293K 0.15%
11,310
-122
98
$282K 0.14%
1,860
-131
99
$282K 0.14%
+3,490
100
$272K 0.14%
17,362
+102
1 2 3
4
5