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
76
$620K 0.26%
7,251
-124
77
$610K 0.25%
9,387
-188
78
$608K 0.25%
103,360
79
$605K 0.25%
5,692
-70
80
$599K 0.25%
4,914
81
$565K 0.23%
12,260
82
$558K 0.23%
18,901
83
$549K 0.23%
7,200
84
$546K 0.22%
4,514
-700
85
$534K 0.22%
10,200
86
$527K 0.22%
22,912
-778
87
$523K 0.22%
2,935
88
$515K 0.21%
4,301
89
$506K 0.21%
5,350
90
$493K 0.2%
4,208
91
$461K 0.19%
6,286
92
$451K 0.19%
24,125
93
$430K 0.18%
7,996
+24
94
$405K 0.17%
2,599
+82
95
$398K 0.16%
2,697
96
$392K 0.16%
5,040
97
$388K 0.16%
8,730
+155
98
$380K 0.16%
4,986
99
$379K 0.16%
2,955
-261
100
$372K 0.15%
3,844
1 2 3
4
5