LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
This Quarter Return
-5.67%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$342M
AUM Growth
+$342M
(-7.6%)
Cap. Flow
+$2.23M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
33.77%
Holding
146
New
11
Increased
38
Reduced
44
Closed
4
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$2.53M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.02M |
| 3 |
Invesco Preferred ETF
PGX
|
$648K |
| 4 |
Enterprise Products Partners
EPD
|
$636K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$562K |
Top Sells
Sector Composition
| 1 | Technology | 18.19% |
| 2 | Healthcare | 14.15% |
| 3 | Financials | 10.17% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Consumer Staples | 8.24% |
