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
76
$757K 0.27%
21,237
-650
77
$731K 0.26%
17,134
78
$709K 0.25%
45,074
-13,874
79
$703K 0.25%
3,850
80
$697K 0.25%
1,848
81
$692K 0.25%
3,964
82
$637K 0.23%
12,260
83
$634K 0.23%
4,412
84
$601K 0.21%
24,654
85
$575K 0.2%
10,200
86
$574K 0.2%
1,568
-955
87
$568K 0.2%
9,081
-9,646
88
$562K 0.2%
23,460
+13,456
89
$558K 0.2%
25,480
90
$521K 0.19%
5,045
91
$507K 0.18%
6,379
92
$503K 0.18%
23,830
+1,824
93
$501K 0.18%
5,225
94
$479K 0.17%
5,040
95
$476K 0.17%
5,616
+910
96
$456K 0.16%
36,925
-10,800
97
$415K 0.15%
4,298
98
$409K 0.15%
4,483
-115
99
$403K 0.14%
7,690
100
$396K 0.14%
921
2 3
4
5 6