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
$165M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$378K
3
+$282K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$245K

Top Sells

1
+$1.51M
2
+$1.48M
3
+$1.26M
4
F icon
Ford
F
+$1.09M
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
200
227
$13K 0.01%
380
228
$13K 0.01%
188
229
$13K 0.01%
+234
230
$13K 0.01%
1,320
231
$13K 0.01%
731
+233
232
$12K 0.01%
230
233
$11K 0.01%
125
234
$11K 0.01%
190
235
$10K 0.01%
240
236
$10K 0.01%
140
237
$9K 0.01%
69
238
$9K 0.01%
500
239
$8K ﹤0.01%
100
240
$8K ﹤0.01%
156
241
$8K ﹤0.01%
323
-245
242
$8K ﹤0.01%
133
243
$8K ﹤0.01%
100
244
$7K ﹤0.01%
150
-3,863
245
$7K ﹤0.01%
100
246
$7K ﹤0.01%
80
-50
247
$7K ﹤0.01%
+283
248
$7K ﹤0.01%
82
249
$6K ﹤0.01%
250
250
$6K ﹤0.01%
140
8 9
10
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