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
101
$592K 0.14%
5,037
-103
102
$581K 0.14%
20,054
103
$573K 0.14%
25,140
-14,090
104
$564K 0.13%
25,480
105
$563K 0.13%
28,178
+1,436
106
$553K 0.13%
1,516
-9
107
$546K 0.13%
9,962
108
$535K 0.13%
10,305
109
$500K 0.12%
5,700
-100
110
$485K 0.12%
1,080
111
$484K 0.11%
3,535
112
$474K 0.11%
4,299
113
$466K 0.11%
5,040
114
$460K 0.11%
984
+38
115
$436K 0.1%
24,400
116
$422K 0.1%
10,742
117
$396K 0.09%
5,364
-1,536
118
$370K 0.09%
2,618
+316
119
$364K 0.09%
2,831
+1
120
$363K 0.09%
3,962
121
$357K 0.08%
90
-1
122
$349K 0.08%
605
+5
123
$346K 0.08%
2,746
+165
124
$341K 0.08%
+415
125
$335K 0.08%
1,834
3 4
5
6 7