LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$2.39M
3
+$891K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$695K
5
SCHW icon
Charles Schwab
SCHW
+$386K

Top Sells

1
+$963K
2
+$858K
3
+$205K
4
FAST icon
Fastenal
FAST
+$87.5K
5
WFC icon
Wells Fargo
WFC
+$53.4K

Sector Composition

1 Technology 18.74%
2 Healthcare 16.34%
3 Financials 14.1%
4 Consumer Discretionary 11.47%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.45M 3.75%
28,489
+147
2
$7.13M 3.59%
45,615
+51
3
$6.47M 3.26%
+72,700
4
$6.08M 3.07%
128,148
+1,656
5
$5.87M 2.96%
66,434
+435
6
$5.71M 2.88%
48,754
+115
7
$5.35M 2.7%
19,540
-10
8
$5.12M 2.58%
26,681
+41
9
$5.08M 2.56%
20,972
+149
10
$4.77M 2.41%
67,021
-76
11
$4.54M 2.29%
90,907
+210
12
$4.53M 2.28%
25,839
+60
13
$4.41M 2.22%
30,724
-50
14
$4.35M 2.19%
22,060
+499
15
$4.25M 2.14%
72,280
+100
16
$4.15M 2.09%
23,500
-8
17
$4.03M 2.03%
16,305
+101
18
$3.88M 1.96%
32,894
+754
19
$3.82M 1.92%
25,160
-70
20
$3.29M 1.66%
23,515
21
$3.27M 1.65%
29,452
+602
22
$3.14M 1.58%
38,670
+383
23
$3.02M 1.52%
43,098
+269
24
$3.02M 1.52%
62,720
+350
25
$3M 1.51%
36,957
+590
1
2 3 4 5