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
$281M
AUM Growth
-$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.06M
3
+$883K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$341K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$322K

Top Sells

1
+$4.52M
2
+$2.15M
3
+$1.28M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.12M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Sector Composition

1 Technology 17.15%
2 Healthcare 14.78%
3 Financials 10.31%
4 Consumer Staples 9.17%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.23%
69,211
-90,571
27
$3.43M 1.22%
17,441
-526
28
$3.28M 1.17%
21,313
-1,003
29
$3.2M 1.14%
128,156
-2,200
30
$3.03M 1.08%
27,680
-1,960
31
$2.92M 1.04%
21,220
-662
32
$2.82M 1%
29,388
+723
33
$2.69M 0.96%
29,511
+9,690
34
$2.67M 0.95%
58,028
+388
35
$2.64M 0.94%
46,720
-70
36
$2.63M 0.94%
64,557
+3,911
37
$2.62M 0.93%
33,843
+2,184
38
$2.57M 0.91%
22,792
+165
39
$2.54M 0.91%
50,150
+836
40
$2.54M 0.9%
26,894
-1,517
41
$2.38M 0.85%
14,293
-320
42
$2.28M 0.81%
6,011
43
$2.28M 0.81%
+47,396
44
$2.27M 0.81%
5,877
+146
45
$2.05M 0.73%
30,330
-427
46
$1.97M 0.7%
47,967
+203
47
$1.92M 0.68%
126,700
+750
48
$1.78M 0.63%
7,248
+1,157
49
$1.73M 0.61%
18,373
-359
50
$1.69M 0.6%
23,886
+503
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2
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