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
101
$434K 0.13%
21,270
102
$425K 0.13%
4,169
103
$410K 0.12%
5,050
104
$374K 0.11%
2,549
-109
105
$345K 0.1%
4,598
106
$339K 0.1%
13,480
107
$335K 0.1%
1,221
-51
108
$331K 0.1%
7,690
109
$318K 0.09%
921
110
$306K 0.09%
3,982
111
$302K 0.09%
4,279
112
$293K 0.09%
2,660
-99
113
$271K 0.08%
5,164
114
$268K 0.08%
1,045
115
$268K 0.08%
750
116
$262K 0.08%
18,518
117
$259K 0.08%
109
118
$243K 0.07%
3,024
119
$241K 0.07%
600
120
$232K 0.07%
1,467
-450
121
$225K 0.07%
1,697
-1,046
122
$219K 0.06%
1,295
-60
123
$207K 0.06%
865
124
$200K 0.06%
2,050
125
$181K 0.05%
2,974
2 3 4
5
6