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
126
$275K 0.08%
1,632
+37
127
$271K 0.08%
4,108
128
$266K 0.08%
10,526
129
$249K 0.07%
600
130
$246K 0.07%
13,800
131
$244K 0.07%
2,329
132
$243K 0.07%
7,339
133
$243K 0.07%
2,660
134
$243K 0.07%
7,340
135
$238K 0.07%
3,428
136
$233K 0.07%
4,164
137
$229K 0.07%
+785
138
$228K 0.07%
18,368
139
$204K 0.06%
1,154
140
$202K 0.06%
6,744
141
$201K 0.06%
1,230
142
$191K 0.06%
10,962
143
$124K 0.04%
16,170
-7,170
144
$110K 0.03%
11,072
-1,760
145
$53K 0.02%
10,260
146
– –
-18,075
147
– –
-1,876
148
– –
-10,785
149
– –
-11,565
150
– –
-10,024
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