LCM

Liberty Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
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
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.05M
3
+$1.03M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$491K
5
ICE icon
Intercontinental Exchange
ICE
+$406K

Top Sells

1
+$1.47M
2
+$1.2M
3
+$1.09M
4
WFC icon
Wells Fargo
WFC
+$985K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$956K

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
151
$48K 0.03%
329
152
$47K 0.03%
300
153
$47K 0.03%
600
154
$46K 0.03%
600
-205
155
$46K 0.03%
297
156
$46K 0.03%
2,450
-625
157
$45K 0.03%
1,988
158
$45K 0.03%
1,000
+600
159
$43K 0.03%
1,215
-5,144
160
$42K 0.03%
2,660
161
$42K 0.03%
300
162
$42K 0.03%
4,850
163
$42K 0.03%
415
164
$41K 0.03%
+700
165
$40K 0.03%
300
166
$40K 0.03%
365
167
$39K 0.03%
2,879
168
$37K 0.02%
+4,000
169
$37K 0.02%
350
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170
$37K 0.02%
445
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171
$36K 0.02%
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172
$36K 0.02%
1,022
173
$36K 0.02%
1,530
+250
174
$36K 0.02%
180
+100
175
$34K 0.02%
1,380
5 6
7
8 9