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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.17%
11,584
-132
102
$301K 0.17%
14,230
103
$293K 0.16%
24,875
104
$279K 0.15%
15,530
105
$276K 0.15%
6,043
+5,329
106
$272K 0.15%
4,300
-11,704
107
$258K 0.14%
4,730
108
$256K 0.14%
6,640
109
$246K 0.13%
2,095
-415
110
$245K 0.13%
14,454
+2,226
111
$238K 0.13%
5,640
112
$228K 0.13%
3,350
-300
113
$225K 0.12%
2,709
-700
114
$210K 0.12%
4,182
115
$209K 0.11%
2,302
116
$206K 0.11%
2,540
117
$206K 0.11%
4,440
118
$206K 0.11%
6,615
119
$201K 0.11%
2,300
120
$200K 0.11%
20,000
121
$196K 0.11%
2,400
122
$196K 0.11%
3,574
-50
123
$190K 0.1%
5,040
124
$187K 0.1%
2,386
+75
125
$186K 0.1%
1,250
3 4
5
6 7