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
101
$258K 0.13%
860
102
$247K 0.12%
+2,370
103
$226K 0.11%
+5,310
104
$219K 0.11%
+2,302
105
$215K 0.11%
+2,400
106
$214K 0.11%
+9,624
107
$209K 0.11%
+1,754
108
$208K 0.1%
+12,250
109
$200K 0.1%
+1,045
110
$163K 0.08%
18,518
111
$70K 0.04%
+10,260
112
– –
-31,131
113
– –
-3,000
1 2 3 4
5