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
51
$1.66M 0.59%
114,488
+3,520
52
$1.6M 0.57%
21,252
+1,008
53
$1.58M 0.56%
24,656
-1,417
54
$1.55M 0.55%
7,782
-107
55
$1.46M 0.52%
60,951
+1,350
56
$1.41M 0.5%
12,096
-426
57
$1.4M 0.5%
17,020
-263
58
$1.36M 0.49%
25,852
+400
59
$1.32M 0.47%
4,175
60
$1.25M 0.45%
19,766
+598
61
$1.24M 0.44%
17,062
62
$1.19M 0.42%
4,016
-954
63
$1.17M 0.42%
5,584
64
$1.08M 0.38%
6,076
65
$1.06M 0.38%
+20,593
66
$1.04M 0.37%
53,526
+5,498
67
$951K 0.34%
24,525
68
$903K 0.32%
3,308
69
$898K 0.32%
1,475
+44
70
$888K 0.32%
21,319
-2,188
71
$852K 0.3%
31,131
72
$850K 0.3%
20,964
-222
73
$835K 0.3%
22,329
-180
74
$764K 0.27%
2,999
75
$762K 0.27%
2,350
1 2
3
4 5