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
101
$245K 0.15%
+25,044
102
$235K 0.14%
2,510
-740
103
$234K 0.14%
6,640
+4,000
104
$225K 0.14%
5,640
105
$203K 0.12%
17,831
-95,362
106
$202K 0.12%
2,311
+200
107
$201K 0.12%
20,000
108
$200K 0.12%
6,615
109
$198K 0.12%
2,400
110
$198K 0.12%
5,040
111
$198K 0.12%
3,624
112
$194K 0.12%
12,228
+2,792
113
$190K 0.12%
+2,302
114
$189K 0.11%
2,300
+1,700
115
$181K 0.11%
4,182
+2,000
116
$176K 0.11%
2,540
-765
117
$176K 0.11%
4,440
118
$174K 0.11%
1,250
119
$167K 0.1%
7,675
120
$162K 0.1%
1,950
121
$162K 0.1%
+6,234
122
$157K 0.1%
6,450
123
$154K 0.09%
1,230
+1,000
124
$150K 0.09%
616
-4,200
125
$149K 0.09%
6,600
3 4
5
6 7