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LCM

Liberty Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
+1.73%
1 Year Est. Return
+15.22%
3 Year Est. Return
+76.63%
5 Year Est. Return
+89.55%
10 Year Est. Return
–
AUM
$537M
AUM Growth
+$5.7M
Cap. Flow
+$2.5M
Cap. Flow %
0.47%
Top 10 Hldgs %
33.79%
Holding
182
New
5
Increased
52
Reduced
54
Closed
2

Top Buys

1
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$546K
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$518K
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$513K
4
BND icon
Vanguard Total Bond Market
BND
+$477K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$388K

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$650K
2
NVDA icon
NVIDIA
NVDA
+$619K
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$516K
4
MSFT icon
Microsoft
MSFT
+$457K
5
INTU icon
Intuit
INTU
+$298K

Sector Composition

1 Technology 18.98%
2 Financials 9.67%
3 Healthcare 9.58%
4 Industrials 9.11%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTSH icon
76
Cognizant
CTSH
$20.4B
$1.84M 0.34%
22,145
– –
DFEM icon
77
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.08B
$1.83M 0.34%
55,216
+714
+1% +$23.3K
VWO icon
78
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.8M 0.34%
33,477
+610
+2% +$33.1K
ADBE icon
79
Adobe
ADBE
$87.8B
$1.73M 0.32%
4,940
-50
-1% -$17K
PEP icon
80
PepsiCo
PEP
$185B
$1.58M 0.29%
11,035
-1,699
-13% -$250K
CSCO icon
81
Cisco
CSCO
$462B
$1.55M 0.29%
20,130
-100
-0.5% -$7.42K
GS icon
82
Goldman Sachs
GS
$336B
$1.39M 0.26%
1,587
– –
FTV icon
83
Fortive
FTV
$18.5B
$1.35M 0.25%
24,432
-571
-2% -$29.6K
VYM icon
84
Vanguard High Dividend Yield ETF
VYM
$80B
$1.34M 0.25%
9,333
-95
-1% -$13.5K
ADP icon
85
Automatic Data Processing
ADP
$98.5B
$1.33M 0.25%
5,156
– –
ISRG icon
86
Intuitive Surgical
ISRG
$134B
$1.29M 0.24%
2,275
– –
JNJ icon
87
Johnson & Johnson
JNJ
$611B
$1.29M 0.24%
6,223
– –
SLYV icon
88
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.87B
$1.27M 0.24%
14,000
– –
MPWR icon
89
Monolithic Power Systems
MPWR
$67.6B
$1.22M 0.23%
1,343
+161
+14% +$155K
ILCB icon
90
iShares Morningstar US Equity ETF
ILCB
$1.28B
$1.16M 0.22%
12,260
– –
NFLX icon
91
Netflix
NFLX
$310B
$1.14M 0.21%
12,141
+2,651
+28% +$286K
LOW icon
92
Lowe's Companies
LOW
$116B
$1.07M 0.2%
4,452
– –
VXUS icon
93
Vanguard Total International Stock ETF
VXUS
$155B
$994K 0.19%
13,173
-6,909
-34% -$516K
QQQ icon
94
Invesco QQQ Trust
QQQ
$482B
$955K 0.18%
1,555
-26
-2% -$16K
AVDV icon
95
Avantis International Small Cap Value ETF
AVDV
$19.3B
$940K 0.18%
10,004
+6,015
+151% +$546K
IWF icon
96
iShares Russell 1000 Growth ETF
IWF
$127B
$868K 0.16%
7,332
+3,012
+70% +$357K
VCIT icon
97
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
$865K 0.16%
10,327
+1,176
+13% +$98.8K
VZ icon
98
Verizon
VZ
$177B
$846K 0.16%
20,760
– –
IMCB icon
99
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
$844K 0.16%
10,200
– –
EMR icon
100
Emerson Electric
EMR
$76.2B
$827K 0.15%
6,233
– –
2 3
4
5 6

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