LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
This Quarter Return
+2.83%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+1.8%)
Cap. Flow
-$937K
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
29.22%
Holding
121
New
–
Increased
36
Reduced
55
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.47M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$899K |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$730K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$403K |
| 5 |
Progressive
PGR
|
$339K |
Top Sells
| 1 |
Healthcare Services Group
HCSG
|
$2.16M |
| 2 |
Comerica
CMA
|
$529K |
| 3 |
Microsoft
MSFT
|
$395K |
| 4 |
Visa
V
|
$319K |
| 5 |
Constellation Brands
STZ
|
$247K |
Sector Composition
| 1 | Technology | 16.83% |
| 2 | Healthcare | 13.72% |
| 3 | Financials | 13.24% |
| 4 | Consumer Discretionary | 10.19% |
| 5 | Consumer Staples | 9.45% |
