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
$339M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$293K
3
+$286K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$233K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Top Sells

1
+$139K
2
+$130K
3
+$110K
4
BAX icon
Baxter International
BAX
+$97.1K
5
LSTR icon
Landstar System
LSTR
+$71.2K

Sector Composition

1 Technology 18.22%
2 Healthcare 14.07%
3 Financials 9.74%
4 Consumer Discretionary 9.29%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$995K 0.29%
6,161
77
$994K 0.29%
24,525
+275
78
$974K 0.29%
20,964
79
$933K 0.27%
17,134
80
$899K 0.26%
2,999
-31
81
$877K 0.26%
3,213
82
$791K 0.23%
3,900
83
$771K 0.23%
5,512
84
$744K 0.22%
12,260
85
$741K 0.22%
27,316
-460
86
$710K 0.21%
3,900
-30
87
$685K 0.2%
1,596
-94
88
$679K 0.2%
10,200
89
$640K 0.19%
4,787
90
$601K 0.18%
6,379
91
$571K 0.17%
5,040
92
$531K 0.16%
2,300
93
$513K 0.15%
4,576
94
$507K 0.15%
6,456
95
$501K 0.15%
21,926
+490
96
$499K 0.15%
3,839
97
$486K 0.14%
1,600
98
$466K 0.14%
4,318
99
$458K 0.13%
2,329
100
$451K 0.13%
3,151
2 3
4
5 6