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
101
$318K 0.14%
4,250
102
$314K 0.14%
860
103
$314K 0.14%
2,798
-100
104
$302K 0.13%
14,230
105
$302K 0.13%
+5,574
106
$281K 0.12%
+2,911
107
$265K 0.11%
8,528
108
$252K 0.11%
1,045
109
$241K 0.1%
+6,074
110
$219K 0.09%
4,907
111
$218K 0.09%
137
-26
112
$210K 0.09%
+3,982
113
$204K 0.09%
+10,250
114
$175K 0.08%
+2,974
115
$113K 0.05%
18,518
116
$72K 0.03%
10,260
117
– –
-32,584
118
– –
-10,555
119
– –
-25,119
1 2 3 4
5