LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
-4.75%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$267M
AUM Growth
-$13.9M
(-5%)
Cap. Flow
+$890K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
33.8%
Holding
135
New
2
Increased
41
Reduced
43
Closed
5
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$556K |
| 2 |
ASML
ASML
|
$377K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$352K |
| 4 |
NextEra Energy, Inc.
NEE
|
$320K |
| 5 |
Adobe
ADBE
|
$316K |
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$456K |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$394K |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$375K |
| 4 |
Verizon
VZ
|
$289K |
| 5 |
Duke Energy
DUK
|
$220K |
Sector Composition
| 1 | Technology | 17.71% |
| 2 | Healthcare | 14.63% |
| 3 | Financials | 10.14% |
| 4 | Consumer Staples | 9.05% |
| 5 | Consumer Discretionary | 8.97% |
