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
201
$34K 0.02%
840
202
$34K 0.02%
440
+300
203
$33K 0.02%
270
204
$32K 0.02%
1,000
205
$32K 0.02%
+836
206
$31K 0.02%
4,850
207
$30K 0.02%
600
208
$30K 0.02%
249
209
$30K 0.02%
600
210
$30K 0.02%
471
211
$29K 0.02%
+180
212
$29K 0.02%
840
213
$27K 0.01%
793
214
$26K 0.01%
600
215
$25K 0.01%
300
216
$25K 0.01%
660
217
$23K 0.01%
511
218
$23K 0.01%
200
219
$22K 0.01%
825
220
$21K 0.01%
400
221
$21K 0.01%
400
-37,314
222
$21K 0.01%
350
223
$20K 0.01%
250
224
$20K 0.01%
731
225
$20K 0.01%
1,100
7 8
9
10 11