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
$304M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$455K
3
+$343K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$338K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$333K

Top Sells

1
+$1.05M
2
+$455K
3
+$431K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$278K

Sector Composition

1 Technology 19.38%
2 Healthcare 12.95%
3 Financials 10.63%
4 Consumer Discretionary 8.91%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.24%
40,162
+1,510
27
$3.75M 1.23%
56,457
+1,450
28
$3.71M 1.22%
36,607
-182
29
$3.62M 1.19%
80,227
-245
30
$3.4M 1.12%
20,566
-74
31
$3.4M 1.12%
126,104
32
$3.39M 1.11%
17,441
33
$3.27M 1.08%
25,124
+18
34
$3.05M 1%
39,566
+838
35
$3.04M 1%
31,033
+910
36
$2.9M 0.95%
20,889
-140
37
$2.8M 0.92%
26,880
-600
38
$2.65M 0.87%
31,861
+1,912
39
$2.56M 0.84%
14,020
-74
40
$2.49M 0.82%
36,557
+833
41
$2.45M 0.81%
24,456
+126
42
$2.41M 0.79%
47,659
-8,505
43
$2.38M 0.78%
5,800
+29
44
$2.26M 0.75%
46,871
45
$2.22M 0.73%
61,590
-159
46
$2.18M 0.72%
89,577
+10,755
47
$2.18M 0.72%
7,645
-46
48
$2.08M 0.68%
24,619
-65
49
$2.06M 0.68%
27,949
+3,983
50
$1.99M 0.65%
122,068
+460
1
2
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