LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
-2.69%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$339M
AUM Growth
+$5.1M
(+1.5%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
Top 10 Hldgs %
32.59%
Holding
150
New
5
Increased
55
Reduced
28
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.22M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.08M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$959K |
| 4 |
Schwab International Equity ETF
SCHF
|
$894K |
| 5 |
Vanguard Total Bond Market
BND
|
$787K |
Top Sells
| 1 |
Walt Disney
DIS
|
$1.27M |
| 2 |
iShares California Muni Bond ETF
CMF
|
$1.03M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$480K |
| 4 |
Apple
AAPL
|
$389K |
| 5 |
Verizon
VZ
|
$324K |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 12.2% |
| 3 | Financials | 9.32% |
| 4 | Consumer Discretionary | 8.84% |
| 5 | Consumer Staples | 7.51% |
