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
51
$1.4M 0.58%
4,696
-124
52
$1.31M 0.54%
27,559
-2,329
53
$1.28M 0.53%
17,628
+102
54
$1.26M 0.52%
18,135
+3,168
55
$1.26M 0.52%
21,464
+3,619
56
$1.21M 0.5%
4,771
-612
57
$1.19M 0.49%
5,687
-149
58
$1.18M 0.48%
60,939
+1,083
59
$1.16M 0.48%
15,649
+18
60
$1.14M 0.47%
98,272
+1,816
61
$1.04M 0.43%
3,245
-47
62
$996K 0.41%
5,843
63
$934K 0.38%
6,403
-45
64
$862K 0.35%
14,240
65
$860K 0.35%
17,929
66
$845K 0.35%
21,342
67
$831K 0.34%
10,303
-602
68
$789K 0.32%
29,548
+154
69
$778K 0.32%
41,128
+992
70
$772K 0.32%
5,781
+121
71
$728K 0.3%
3,213
72
$713K 0.29%
5,712
73
$684K 0.28%
3,311
74
$683K 0.28%
7,483
+744
75
$637K 0.26%
7,337
+326
1 2
3
4 5