LCM

Liberty Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$1.81M
3
+$1.76M
4
BND icon
Vanguard Total Bond Market
BND
+$1.25M
5
POWL icon
Powell Industries
POWL
+$686K

Top Sells

1
+$1.06M
2
+$790K
3
+$530K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$417K
5
CTAS icon
Cintas
CTAS
+$197K

Sector Composition

1 Technology 21.04%
2 Financials 10.04%
3 Industrials 9.4%
4 Healthcare 9%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$253K 0.05%
2,756
+314
152
$252K 0.05%
5,565
-44
153
$248K 0.05%
2,105
+114
154
$244K 0.05%
1,251
155
$243K 0.05%
2,712
156
$238K 0.05%
+2,999
157
$235K 0.05%
4,384
158
$231K 0.05%
+2,993
159
$230K 0.05%
2,278
-29
160
$230K 0.05%
+723
161
$225K 0.05%
2,329
162
$224K 0.05%
1,112
163
$222K 0.04%
869
164
$222K 0.04%
7,547
-38,126
165
$218K 0.04%
+674
166
$217K 0.04%
+1,019
167
$212K 0.04%
+7,037
168
$206K 0.04%
+4,947
169
$203K 0.04%
+4,731
170
$200K 0.04%
+927
171
$199K 0.04%
18,368
172
$146K 0.03%
16,170
173
$104K 0.02%
+11,300
174
$58K 0.01%
10,000
3 4 5 6
7