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
51
$2.36M 0.58%
4,497
-749
52
$2.33M 0.58%
119,642
-21,752
53
$2.31M 0.57%
72,322
54
$2.27M 0.56%
47,167
-713
55
$2.16M 0.53%
87,796
+10,500
56
$2.07M 0.51%
15,079
57
$2.01M 0.5%
42,066
-4,833
58
$1.92M 0.47%
71,349
+3,420
59
$1.88M 0.46%
3,912
-215
60
$1.87M 0.46%
17,362
61
$1.87M 0.46%
2,238
-51
62
$1.82M 0.45%
2,335
-15
63
$1.7M 0.42%
26,597
-840
64
$1.63M 0.4%
22,270
-300
65
$1.59M 0.39%
20,856
+88
66
$1.56M 0.38%
10,964
+2,618
67
$1.54M 0.38%
3,658
-150
68
$1.54M 0.38%
60,457
69
$1.53M 0.38%
16,402
-1,023
70
$1.48M 0.36%
21,986
-617
71
$1.4M 0.35%
23,267
-492
72
$1.4M 0.34%
2,674
-168
73
$1.37M 0.34%
45,612
+124
74
$1.35M 0.33%
23,202
+2,766
75
$1.28M 0.32%
5,143
-300
1 2
3
4 5