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
$281M
AUM Growth
-$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.06M
3
+$883K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$341K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$322K

Top Sells

1
+$4.52M
2
+$2.15M
3
+$1.28M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.12M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Sector Composition

1 Technology 17.15%
2 Healthcare 14.78%
3 Financials 10.31%
4 Consumer Staples 9.17%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$390K 0.14%
1,614
102
$375K 0.13%
3,559
-511
103
$359K 0.13%
4,536
104
$346K 0.12%
3,027
-40
105
$341K 0.12%
+6,796
106
$325K 0.12%
5,164
107
$316K 0.11%
11,328
-40,092
108
$301K 0.11%
14,350
-4,893
109
$280K 0.1%
1,865
+496
110
$267K 0.1%
3,115
111
$265K 0.09%
2,329
112
$258K 0.09%
1,181
-25
113
$257K 0.09%
2,375
114
$251K 0.09%
1,045
115
$246K 0.09%
2,742
-50
116
$245K 0.09%
+10,852
117
$240K 0.09%
24,400
118
$235K 0.08%
1,625
-15
119
$230K 0.08%
3,962
120
$222K 0.08%
3,024
121
$222K 0.08%
792
-14
122
$220K 0.08%
2,050
123
$215K 0.08%
1,522
-100
124
$208K 0.07%
1,230
125
$206K 0.07%
2,220
2 3 4
5
6