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
76
$636K 0.28%
24,125
77
$613K 0.27%
3,251
78
$574K 0.25%
3,213
79
$546K 0.24%
4,038
-263
80
$535K 0.23%
12,260
81
$524K 0.23%
1,700
-1,545
82
$470K 0.2%
10,200
83
$454K 0.2%
4,087
84
$448K 0.19%
6,071
-1,048
85
$432K 0.19%
18,901
86
$430K 0.19%
5,417
-150
87
$414K 0.18%
5,200
-150
88
$412K 0.18%
23,420
+524
89
$406K 0.18%
6,553
-140
90
$388K 0.17%
4,906
-80
91
$388K 0.17%
3,661
-1,025
92
$378K 0.16%
2,300
93
$375K 0.16%
5,466
-440
94
$364K 0.16%
6,656
-500
95
$357K 0.15%
2,889
-2,025
96
$348K 0.15%
5,040
97
$346K 0.15%
1,805
98
$342K 0.15%
2,619
99
$329K 0.14%
2,850
-105
100
$326K 0.14%
3,844
1 2 3
4
5