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
$165M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$378K
3
+$282K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$245K

Top Sells

1
+$1.51M
2
+$1.48M
3
+$1.26M
4
F icon
Ford
F
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Sector Composition

1 Healthcare 19.92%
2 Technology 16.17%
3 Financials 12.63%
4 Consumer Discretionary 12.44%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$451K 0.27%
7,536
-2,500
77
$449K 0.27%
6,525
+1,225
78
$449K 0.27%
12,260
79
$448K 0.27%
5,964
-19,721
80
$443K 0.27%
3,994
+523
81
$440K 0.27%
228
-5
82
$433K 0.26%
3,930
+850
83
$431K 0.26%
10,200
84
$413K 0.25%
5,310
+1,312
85
$413K 0.25%
7,640
-1,944
86
$393K 0.24%
6,606
-845
87
$384K 0.23%
12,204
-53
88
$378K 0.23%
+15,000
89
$359K 0.22%
3,825
90
$359K 0.22%
6,497
-300
91
$324K 0.2%
25,450
92
$324K 0.2%
11,716
-530
93
$304K 0.18%
1,060
94
$291K 0.18%
14,230
95
$282K 0.17%
3,650
-3,300
96
$275K 0.17%
3,409
97
$274K 0.17%
4,730
98
$269K 0.16%
1,588
+1,488
99
$269K 0.16%
15,530
100
$249K 0.15%
24,875
-150,925
2 3
4
5 6