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
51
$1.95M 0.64%
9,273
-29
52
$1.73M 0.57%
12,071
53
$1.57M 0.52%
15,079
54
$1.55M 0.51%
4,752
-9
55
$1.55M 0.51%
2,314
56
$1.52M 0.5%
4,169
57
$1.48M 0.49%
20,701
58
$1.45M 0.48%
3,761
+292
59
$1.42M 0.47%
23,270
-400
60
$1.39M 0.46%
79,748
-12,736
61
$1.35M 0.44%
64,312
+12
62
$1.3M 0.43%
26,881
63
$1.3M 0.43%
17,062
64
$1.26M 0.41%
22,803
+2,762
65
$1.24M 0.41%
5,584
66
$1.24M 0.41%
31,909
-93
67
$1.21M 0.4%
2,961
+1,112
68
$1.19M 0.39%
50,558
+14,628
69
$1.16M 0.38%
24,650
70
$1.13M 0.37%
3,658
+350
71
$1.11M 0.37%
18,208
+822
72
$1.05M 0.35%
26,000
73
$1.03M 0.34%
20,964
74
$1.02M 0.34%
4,856
75
$957K 0.31%
1,406
+115
1 2
3
4 5