LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
+5.44%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
-$1.31M
(-0.79%)
Cap. Flow
-$7.97M
Cap. Flow
% of AUM
-4.83%
Top 10 Holdings %
Top 10 Hldgs %
25.8%
Holding
284
New
27
Increased
57
Reduced
65
Closed
7
Top Buys
| 1 |
RTX Corp
RTX
|
+$418K |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$378K |
| 3 |
Ulta Beauty
ULTA
|
+$282K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$252K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$245K |
Top Sells
| 1 |
Tractor Supply
TSCO
|
+$1.51M |
| 2 |
T Rowe Price
TROW
|
+$1.48M |
| 3 |
Terex
TEX
|
+$1.26M |
| 4 |
Ford
F
|
+$1.09M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.02M |
Sector Composition
| 1 | Healthcare | 19.92% |
| 2 | Technology | 16.17% |
| 3 | Financials | 12.63% |
| 4 | Consumer Discretionary | 12.44% |
| 5 | Consumer Staples | 9.61% |
