LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
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
76
$1.31M 0.31%
45,612
77
$1.24M 0.29%
5,193
+50
78
$1.12M 0.27%
41,950
+925
79
$1.1M 0.26%
14,000
80
$1.07M 0.25%
5,840
+890
81
$1.05M 0.25%
39,042
+15,547
82
$1.01M 0.24%
3,342
+794
83
$962K 0.23%
4,364
+527
84
$922K 0.22%
12,260
85
$913K 0.22%
6,247
+673
86
$906K 0.21%
21,960
-150
87
$885K 0.21%
1,990
+325
88
$873K 0.21%
7,359
89
$850K 0.2%
17,895
+1,366
90
$813K 0.19%
13,479
-9,788
91
$759K 0.18%
8,856
92
$715K 0.17%
1,492
+700
93
$715K 0.17%
10,200
94
$706K 0.17%
1,561
+121
95
$702K 0.17%
4,258
+474
96
$658K 0.16%
5,973
+347
97
$629K 0.15%
6,336
-500
98
$611K 0.14%
4,932
+641
99
$607K 0.14%
1,203
-7
100
$594K 0.14%
7,428
+421
2 3
4
5 6