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
51
$2.5M 0.59%
29,893
-7,137
52
$2.38M 0.57%
14,448
+271
53
$2.33M 0.55%
72,322
54
$2.28M 0.54%
13,448
+2,484
55
$2.18M 0.52%
45,661
-1,506
56
$2.16M 0.51%
91,204
+3,408
57
$2.07M 0.49%
42,560
+494
58
$2.05M 0.49%
14,999
-80
59
$1.95M 0.46%
27,518
+921
60
$1.91M 0.45%
3,501
+827
61
$1.9M 0.45%
73,404
+2,055
62
$1.85M 0.44%
17,362
63
$1.84M 0.44%
2,035
-300
64
$1.83M 0.43%
2,321
+83
65
$1.74M 0.41%
27,575
+4,373
66
$1.73M 0.41%
3,912
67
$1.69M 0.4%
16,179
-223
68
$1.58M 0.37%
21,260
+404
69
$1.55M 0.37%
3,808
+150
70
$1.54M 0.36%
60,457
71
$1.51M 0.36%
22,145
-125
72
$1.49M 0.35%
22,320
+334
73
$1.45M 0.34%
33,102
+9,643
74
$1.45M 0.34%
21,372
+408
75
$1.34M 0.32%
23,971
+5,167
1 2
3
4 5