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
$339M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.08M
3
+$959K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$894K
5
BND icon
Vanguard Total Bond Market
BND
+$787K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$480K
4
AAPL icon
Apple
AAPL
+$389K
5
VZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$471K 0.14%
10,305
102
$454K 0.13%
25,565
+156
103
$442K 0.13%
4,291
-192
104
$436K 0.13%
5,800
+575
105
$434K 0.13%
2,999
106
$409K 0.12%
1,539
-46
107
$405K 0.12%
5,332
-546
108
$397K 0.12%
4,348
-62
109
$387K 0.11%
946
110
$376K 0.11%
3,428
111
$376K 0.11%
2,896
112
$374K 0.11%
24,400
113
$365K 0.11%
10,742
114
$349K 0.1%
5,040
115
$346K 0.1%
+14,861
116
$343K 0.1%
2,915
117
$327K 0.1%
106
-3
118
$325K 0.1%
2,712
119
$311K 0.09%
+1,951
120
$309K 0.09%
3,962
121
$303K 0.09%
+2,584
122
$296K 0.09%
1,045
123
$287K 0.08%
+933
124
$284K 0.08%
792
125
$277K 0.08%
2,302
2 3 4
5
6