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
126
$304K 0.07%
2,541
-205
127
$300K 0.07%
3,928
128
$298K 0.07%
2,618
129
$296K 0.07%
1,230
130
$290K 0.06%
+718
131
$283K 0.06%
3,625
+370
132
$274K 0.06%
2,546
-109
133
$273K 0.06%
+8,012
134
$273K 0.06%
6,744
135
$269K 0.06%
1,224
136
$269K 0.06%
2,712
137
$266K 0.06%
10,312
138
$266K 0.06%
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139
$263K 0.06%
2,329
140
$256K 0.06%
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141
$253K 0.06%
2,519
142
$251K 0.06%
1,069
143
$248K 0.06%
1,251
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144
$247K 0.05%
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145
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2,420
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146
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415
147
$243K 0.05%
2,660
-277
148
$240K 0.05%
8,669
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149
$240K 0.05%
3,847
-257
150
$234K 0.05%
2,486
3 4 5
6
7