LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
+1.57%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$339M
AUM Growth
+$10.5M
(+3.2%)
Cap. Flow
+$6.42M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
33.73%
Holding
126
New
–
Increased
45
Reduced
28
Closed
–
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$293K |
| 3 |
Fortinet
FTNT
|
+$286K |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$233K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$226K |
Top Sells
| 1 |
IBM
IBM
|
+$139K |
| 2 |
Apple
AAPL
|
+$130K |
| 3 |
Mastercard
MA
|
+$110K |
| 4 |
Baxter International
BAX
|
+$97.1K |
| 5 |
Landstar System
LSTR
|
+$71.2K |
Sector Composition
| 1 | Technology | 18.22% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 9.74% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Consumer Staples | 7.48% |