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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$55K 0.03%
600
177
$55K 0.03%
3,000
178
$54K 0.03%
1,988
179
$54K 0.03%
563
180
$54K 0.03%
2,500
181
$53K 0.03%
2,450
182
$53K 0.03%
+2,111
183
$52K 0.03%
1,000
184
$52K 0.03%
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185
$51K 0.03%
1,000
186
$48K 0.03%
800
187
$47K 0.03%
5,000
188
$47K 0.03%
257
189
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190
$43K 0.02%
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191
$42K 0.02%
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192
$41K 0.02%
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193
$40K 0.02%
498
194
$40K 0.02%
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195
$38K 0.02%
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196
$38K 0.02%
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197
$38K 0.02%
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198
$37K 0.02%
500
199
$37K 0.02%
350
200
$37K 0.02%
718
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