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
$154M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$502K
5
ICE icon
Intercontinental Exchange
ICE
+$420K

Top Sells

1
+$1.45M
2
+$1.23M
3
+$1.06M
4
EL icon
Estee Lauder
EL
+$1.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$989K

Sector Composition

1 Healthcare 19.99%
2 Technology 15.76%
3 Consumer Discretionary 13.14%
4 Financials 12.08%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$108K 0.07%
1,695
127
$98K 0.06%
670
-54
128
$96K 0.06%
1,930
129
$96K 0.06%
1,430
130
$94K 0.06%
3,392
131
$91K 0.06%
4,000
132
$87K 0.06%
1,600
133
$86K 0.06%
6,272
134
$85K 0.06%
+998
135
$85K 0.06%
904
-300
136
$82K 0.05%
1,378
137
$77K 0.05%
2,090
-8,032
138
$75K 0.05%
600
139
$74K 0.05%
4,500
-1,500
140
$70K 0.05%
800
141
$67K 0.04%
3,226
+1,716
142
$61K 0.04%
1,500
143
$58K 0.04%
505
144
$58K 0.04%
250
145
$57K 0.04%
1,240
-13,760
146
$54K 0.04%
2,600
147
$51K 0.03%
3,250
+750
148
$50K 0.03%
800
149
$50K 0.03%
740
150
$50K 0.03%
1,870
-950
4 5
6
7 8