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
76
$1.69M 0.34%
51,364
+4,038
77
$1.65M 0.33%
21,355
+4,712
78
$1.6M 0.32%
4,143
-425
79
$1.6M 0.32%
5,172
-62
80
$1.5M 0.3%
50,474
+2,797
81
$1.48M 0.3%
4,961
+938
82
$1.41M 0.28%
2,638
+1,153
83
$1.38M 0.28%
6,546
+3,790
84
$1.35M 0.27%
12,913
-4,011
85
$1.27M 0.26%
18,241
-76
86
$1.23M 0.25%
2,263
+9
87
$1.12M 0.23%
1,587
88
$1.12M 0.23%
14,000
89
$1.06M 0.21%
15,411
+1,041
90
$1.05M 0.21%
12,260
91
$1.01M 0.2%
4,537
92
$981K 0.2%
7,359
93
$951K 0.19%
6,223
+18
94
$898K 0.18%
20,760
+150
95
$823K 0.17%
1,493
96
$813K 0.16%
10,200
97
$811K 0.16%
6,083
98
$767K 0.15%
9,248
+579
99
$724K 0.15%
5,836
-47
100
$710K 0.14%
5,284
2 3
4
5 6