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
$243M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$443K
3
+$419K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$356K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$254K

Top Sells

1
+$661K
2
+$252K
3
+$155K
4
SCHW icon
Charles Schwab
SCHW
+$111K
5
V icon
Visa
V
+$106K

Sector Composition

1 Technology 17.6%
2 Healthcare 13.97%
3 Financials 12.99%
4 Consumer Discretionary 9.33%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 1.46%
37,628
27
$3.27M 1.35%
39,138
+32
28
$3.19M 1.31%
97,630
-250
29
$3.12M 1.28%
35,936
30
$3.1M 1.28%
38,584
+5,510
31
$3.09M 1.27%
27,568
-116
32
$2.82M 1.16%
152,678
33
$2.72M 1.12%
56,387
34
$2.71M 1.11%
8,376
+1,295
35
$2.67M 1.1%
43,473
+483
36
$2.5M 1.03%
28,234
+50
37
$2.49M 1.03%
17,873
+87
38
$2.2M 0.91%
23,759
-145
39
$2.16M 0.89%
32,260
-200
40
$2.12M 0.87%
34,208
-367
41
$2.12M 0.87%
10,736
-11
42
$2.1M 0.86%
13,628
-1,640
43
$2.07M 0.85%
15,123
+136
44
$1.84M 0.76%
31,435
-537
45
$1.71M 0.71%
18,463
+2,735
46
$1.64M 0.67%
97,364
+1,032
47
$1.53M 0.63%
18,692
+101
48
$1.49M 0.61%
12,399
-124
49
$1.44M 0.59%
32,617
+434
50
$1.42M 0.59%
23,769
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