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
176
$33K 0.02%
600
177
$32K 0.02%
718
+388
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$31K 0.02%
793
-226
179
$30K 0.02%
840
180
$29K 0.02%
640
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$29K 0.02%
500
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$29K 0.02%
249
-333
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$27K 0.02%
230
184
$27K 0.02%
840
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471
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$25K 0.02%
825
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187
$24K 0.02%
660
188
$24K 0.02%
600
+200
189
$22K 0.01%
+250
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$21K 0.01%
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$21K 0.01%
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$20K 0.01%
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$20K 0.01%
350
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$19K 0.01%
221
-211
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$16K 0.01%
100
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$16K 0.01%
400
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900
198
$15K 0.01%
150
199
$15K 0.01%
480
200
$15K 0.01%
1,100
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8
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