LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
+7.97%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$288M
AUM Growth
+$21.2M
(+7.9%)
Cap. Flow
+$3.52M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
141
New
11
Increased
43
Reduced
43
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$491K |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$455K |
| 3 |
Blackrock
BLK
|
$330K |
| 4 |
JPMorgan Chase
JPM
|
$322K |
| 5 |
Dollar General
DG
|
$314K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$698K |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$451K |
| 3 |
Verizon
VZ
|
$415K |
| 4 |
Apple
AAPL
|
$372K |
| 5 |
Costco
COST
|
$339K |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Healthcare | 14.6% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 8.8% |
| 5 | Consumer Staples | 8.56% |
