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
$451M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$855K
3
+$610K
4
POWL icon
Powell Industries
POWL
+$563K
5
FNF icon
Fidelity National Financial
FNF
+$398K

Top Sells

1
+$2.09M
2
+$600K
3
+$389K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$351K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$343K

Sector Composition

1 Technology 22.25%
2 Healthcare 10.2%
3 Financials 9.84%
4 Consumer Discretionary 8.78%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$610K 0.14%
+1,345
102
$597K 0.13%
25,480
103
$592K 0.13%
1,473
-4
104
$583K 0.13%
27,704
-342
105
$578K 0.13%
5,046
+10
106
$574K 0.13%
10,305
107
$563K 0.13%
+2,542
108
$557K 0.12%
24,534
-710
109
$544K 0.12%
4,289
110
$526K 0.12%
5,700
111
$523K 0.12%
1,080
112
$491K 0.11%
4,932
113
$478K 0.11%
984
114
$460K 0.1%
9,962
115
$447K 0.1%
90
116
$440K 0.1%
10,742
117
$417K 0.09%
24,400
118
$398K 0.09%
+7,091
119
$383K 0.09%
2,833
+1
120
$383K 0.08%
3,035
-500
121
$373K 0.08%
5,040
122
$373K 0.08%
600
123
$359K 0.08%
1,834
124
$330K 0.07%
3,224
125
$325K 0.07%
1,120
3 4
5
6 7