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
$243M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$443K
3
+$419K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$356K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$254K

Top Sells

1
+$661K
2
+$252K
3
+$155K
4
SCHW icon
Charles Schwab
SCHW
+$111K
5
V icon
Visa
V
+$106K

Sector Composition

1 Technology 17.6%
2 Healthcare 13.97%
3 Financials 12.99%
4 Consumer Discretionary 9.33%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$367K 0.15%
9,872
-105
102
$356K 0.15%
+3,798
103
$344K 0.14%
4,250
104
$335K 0.14%
163
105
$335K 0.14%
860
106
$332K 0.14%
6,165
107
$330K 0.14%
2,898
108
$318K 0.13%
1,805
-29
109
$317K 0.13%
14,230
110
$302K 0.12%
2,300
111
$291K 0.12%
2,618
+61
112
$272K 0.11%
4,907
113
$256K 0.11%
2,302
114
$246K 0.1%
1,045
115
$234K 0.1%
2,660
116
$224K 0.09%
+3,231
117
$219K 0.09%
3,140
118
$217K 0.09%
3,024
119
$208K 0.09%
+3,982
120
$203K 0.08%
+10,250
121
$202K 0.08%
+683
122
$201K 0.08%
+4,880
123
$172K 0.07%
18,518
124
$78K 0.03%
10,260
125
– –
-28,404
1 2 3 4
5