LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
+7.59%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$304M
AUM Growth
+$15.6M
(+5.4%)
Cap. Flow
-$1.69M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
32.15%
Holding
144
New
3
Increased
29
Reduced
47
Closed
11
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$500K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$455K |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$343K |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$338K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$333K |
Top Sells
Sector Composition
| 1 | Technology | 19.38% |
| 2 | Healthcare | 12.95% |
| 3 | Financials | 10.63% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Consumer Staples | 8.33% |
