We are live on ! Find out more
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
EW icon
126
Edwards Lifesciences
EW
$51.9B
$430K 0.08%
5,040
– –
VIG icon
127
Vanguard Dividend Appreciation ETF
VIG
$110B
$403K 0.08%
1,834
– –
IJT icon
128
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
$400K 0.07%
2,835
+1
+0% +$142
FNF icon
129
Fidelity National Financial
FNF
$13.4B
$387K 0.07%
7,091
– –
PH icon
130
Parker-Hannifin
PH
$122B
$387K 0.07%
440
– –
CVX icon
131
Chevron
CVX
$362B
$372K 0.07%
2,444
– –
SCHP icon
132
Schwab US TIPS ETF
SCHP
$16.5B
$371K 0.07%
14,003
– –
XOM icon
133
ExxonMobil
XOM
$601B
$366K 0.07%
3,038
– –
TRV icon
134
Travelers Companies
TRV
$71.6B
$364K 0.07%
1,254
– –
IBM icon
135
IBM
IBM
$204B
$363K 0.07%
1,224
– –
PSX icon
136
Phillips 66
PSX
$80.8B
$358K 0.07%
2,772
– –
SPDW icon
137
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$356K 0.07%
8,012
– –
DFSV
138
Dimensional US Small Cap Value ETF
DFSV
$7.98B
$347K 0.06%
10,539
+1,939
+23% +$62.4K
BUI icon
139
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$754M
$336K 0.06%
13,080
-5,500
-30% -$145K
TSLA icon
140
Tesla
TSLA
$1.49T
$325K 0.06%
723
– –
MMM icon
141
3M
MMM
$81.7B
$318K 0.06%
1,986
– –
DFAU icon
142
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$316K 0.06%
6,744
– –
KO icon
143
Coca-Cola
KO
$357B
$302K 0.06%
4,317
-44
-1% -$3.07K
SHYG icon
144
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$299K 0.06%
6,965
– –
SYY icon
145
Sysco
SYY
$39.6B
$294K 0.05%
3,990
– –
IEUR icon
146
iShares Core MSCI Europe ETF
IEUR
$8.66B
$281K 0.05%
3,958
– –
DFAE icon
147
Dimensional Emerging Core Equity Market ETF
DFAE
$9.47B
$272K 0.05%
8,356
-1,430
-15% -$46K
APD icon
148
Air Products & Chemicals
APD
$66.7B
$267K 0.05%
1,080
-40
-4% -$10.1K
VCSH icon
149
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$263K 0.05%
3,303
-82
-2% -$6.54K
MCHP icon
150
Microchip Technology
MCHP
$47.3B
$263K 0.05%
4,122
– –
4 5
6
7 8

Similar funds

LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
DE
DV Equities Chicago, Illinois $553M AUM
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
CIP
Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return