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
$422M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$970K
3
+$781K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$710K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$686K

Top Sells

1
+$2.24M
2
+$598K
3
+$590K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$338K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$321K

Sector Composition

1 Technology 21.93%
2 Healthcare 10.89%
3 Financials 8.85%
4 Consumer Discretionary 8.65%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 1.13%
45,810
-370
27
$4.62M 1.1%
25,186
-224
28
$4.61M 1.09%
18,109
+663
29
$4.53M 1.07%
43,609
+2,904
30
$4.47M 1.06%
177,340
+5,252
31
$4.38M 1.04%
22,525
+642
32
$4.28M 1.02%
16,782
+96
33
$4.07M 0.97%
67,563
+1,620
34
$4M 0.95%
44,559
+7,909
35
$3.87M 0.92%
123,080
-800
36
$3.83M 0.91%
11,242
+692
37
$3.65M 0.86%
19,971
-130
38
$3.61M 0.86%
114,423
-10,725
39
$3.55M 0.84%
9,207
+61
40
$3.42M 0.81%
34,030
+2,230
41
$3.09M 0.73%
5,559
+511
42
$3.06M 0.73%
54,852
+4,970
43
$2.98M 0.71%
155,362
+35,720
44
$2.97M 0.7%
30,527
45
$2.87M 0.68%
5,246
+749
46
$2.78M 0.66%
51,540
+2,560
47
$2.78M 0.66%
2,719
+231
48
$2.61M 0.62%
8,469
+159
49
$2.57M 0.61%
26,684
+2,106
50
$2.51M 0.59%
12,071
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