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
251
$5K ﹤0.01%
105
252
$5K ﹤0.01%
107
253
$5K ﹤0.01%
+200
254
$5K ﹤0.01%
41
255
$5K ﹤0.01%
250
256
$5K ﹤0.01%
140
257
$4K ﹤0.01%
73
258
$4K ﹤0.01%
+202
259
$4K ﹤0.01%
90
-174
260
$4K ﹤0.01%
130
261
$3K ﹤0.01%
+92
262
$3K ﹤0.01%
+52
263
$3K ﹤0.01%
165
264
$2K ﹤0.01%
+33
265
$2K ﹤0.01%
173
266
$2K ﹤0.01%
+58
267
$2K ﹤0.01%
270
268
$1K ﹤0.01%
20
269
$1K ﹤0.01%
65
270
$1K ﹤0.01%
65
271
$1K ﹤0.01%
35
-300
272
– –
0
273
– –
0
274
– –
-333
275
– –
-16,028
8 9 10
11
12