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
$406M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$372K
3
+$339K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$304K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$259K

Top Sells

1
+$1.35M
2
+$1.1M
3
+$853K
4
NVDA icon
NVIDIA
NVDA
+$754K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$558K

Sector Composition

1 Technology 20.95%
2 Healthcare 11.32%
3 Consumer Discretionary 9.32%
4 Financials 9.3%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.82M 1.19%
46,180
-535
27
$4.78M 1.18%
9,146
-97
28
$4.78M 1.18%
123,880
-1,484
29
$4.75M 1.17%
65,460
+1,889
30
$4.63M 1.14%
40,705
-297
31
$4.5M 1.11%
65,943
+117
32
$4.32M 1.07%
21,883
+401
33
$4.32M 1.07%
16,686
-345
34
$4.03M 0.99%
125,148
-41,990
35
$3.99M 0.98%
172,088
+13,108
36
$3.87M 0.95%
25,410
-911
37
$3.81M 0.94%
20,101
-508
38
$3.78M 0.93%
10,550
+279
39
$3.43M 0.85%
36,650
+9,945
40
$3.23M 0.8%
49,882
+1,502
41
$3.2M 0.79%
37,030
-2,551
42
$3.14M 0.77%
30,527
-10,716
43
$3.1M 0.76%
31,800
-61
44
$2.59M 0.64%
8,310
-195
45
$2.56M 0.63%
48,980
+305
46
$2.55M 0.63%
5,048
+182
47
$2.5M 0.62%
12,071
-231
48
$2.48M 0.61%
14,177
+549
49
$2.44M 0.6%
24,578
+209
50
$2.41M 0.6%
2,488
-32
1
2
3 4 5