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
$154M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$502K
5
ICE icon
Intercontinental Exchange
ICE
+$420K

Top Sells

1
+$1.45M
2
+$1.23M
3
+$1.06M
4
EL icon
Estee Lauder
EL
+$1.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$989K

Sector Composition

1 Healthcare 19.99%
2 Technology 15.76%
3 Consumer Discretionary 13.14%
4 Financials 12.08%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$974K 0.63%
23,924
-5,140
52
$940K 0.61%
14,010
-3,050
53
$922K 0.6%
6,163
-2,224
54
$919K 0.6%
25,007
-895
55
$913K 0.59%
12,569
-892
56
$823K 0.53%
7,176
+550
57
$815K 0.53%
9,591
+425
58
$810K 0.52%
12,084
-400
59
$791K 0.51%
14,570
-19,586
60
$789K 0.51%
54,348
+34,602
61
$668K 0.43%
6,495
+630
62
$667K 0.43%
6,191
-310
63
$657K 0.43%
9,203
-1,700
64
$638K 0.41%
7,595
-497
65
$594K 0.38%
5,470
-270
66
$585K 0.38%
6,950
-1,000
67
$581K 0.38%
10,275
-3,200
68
$520K 0.34%
4,250
69
$515K 0.33%
9,330
+1,350
70
$510K 0.33%
10,190
-4,798
71
$503K 0.33%
8,795
+140
72
$502K 0.33%
8,774
73
$471K 0.31%
6,811
-500
74
$458K 0.3%
3,068
75
$450K 0.29%
3,250
-150
1 2
3
4 5