LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
-0.79%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$449M
AUM Growth
-$1.54M
(-0.34%)
Cap. Flow
+$6.58M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
32.95%
Holding
163
New
4
Increased
75
Reduced
32
Closed
2
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.31M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$647K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$595K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$499K |
| 5 |
Amazon
AMZN
|
+$424K |
Top Sells
| 1 |
Adobe
ADBE
|
+$346K |
| 2 |
Tesla
TSLA
|
+$290K |
| 3 |
Microchip Technology
MCHP
|
+$227K |
| 4 |
Carrier Global
CARR
|
+$199K |
| 5 |
Costco
COST
|
+$170K |
Sector Composition
| 1 | Technology | 20.61% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 10.64% |
| 4 | Consumer Discretionary | 8.24% |
| 5 | Industrials | 7.58% |
