LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
This Quarter Return
+0.54%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$451M
AUM Growth
+$451M
(-0.27%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
4.15%
Top 10 Holdings %
Top 10 Hldgs %
34.95%
Holding
167
New
7
Increased
49
Reduced
42
Closed
8
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$5.64M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.17M |
| 3 |
Blackrock
BLK
|
$2.38M |
| 4 |
Tractor Supply
TSCO
|
$2.27M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.45M |
Top Sells
| 1 |
Ulta Beauty
ULTA
|
$2.09M |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
$389K |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$351K |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$343K |
| 5 |
Microsoft
MSFT
|
$313K |
Sector Composition
| 1 | Technology | 22.25% |
| 2 | Healthcare | 10.2% |
| 3 | Financials | 9.84% |
| 4 | Consumer Discretionary | 8.78% |
| 5 | Industrials | 7.14% |
