LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$443K
3
+$419K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$356K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$254K

Top Sells

1
+$661K
2
+$252K
3
+$155K
4
SCHW icon
Charles Schwab
SCHW
+$111K
5
V icon
Visa
V
+$106K

Sector Composition

1 Technology 17.6%
2 Healthcare 13.97%
3 Financials 12.99%
4 Consumer Discretionary 9.33%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.54M 3.93%
129,948
-1,332
2
$8.89M 3.66%
54,332
+8,044
3
$8.08M 3.32%
42,982
-566
4
$7.48M 3.08%
64,684
-472
5
$7.15M 2.94%
27,285
-304
6
$6.7M 2.76%
72,480
+20
7
$6.63M 2.73%
20,395
+269
8
$6.57M 2.7%
48,247
-119
9
$5.98M 2.46%
20,349
-188
10
$5.76M 2.37%
26,369
-47
11
$5.28M 2.17%
22,954
-162
12
$5.12M 2.11%
28,475
-407
13
$4.93M 2.03%
384,444
+6,672
14
$4.87M 2%
30,889
+211
15
$4.85M 1.99%
16,485
+93
16
$4.83M 1.99%
72,060
-60
17
$4.78M 1.97%
90,297
+14
18
$4.66M 1.92%
24,557
-62
19
$4.53M 1.86%
64,377
-762
20
$4.49M 1.85%
23,264
-28
21
$4.22M 1.74%
29,150
-103
22
$3.91M 1.61%
58,180
+60
23
$3.87M 1.59%
25,125
-63
24
$3.85M 1.59%
64,987
+1,322
25
$3.69M 1.52%
23,695
1
2 3 4 5