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
126
$144K 0.09%
933
+629
127
$143K 0.09%
1,750
128
$141K 0.09%
+237
129
$136K 0.08%
+3,000
130
$129K 0.08%
2,907
131
$125K 0.08%
1,500
132
$118K 0.07%
5,868
+1,804
133
$108K 0.07%
7,050
134
$106K 0.06%
865
135
$103K 0.06%
+6,800
136
$98K 0.06%
+1,112
137
$96K 0.06%
670
138
$92K 0.06%
4,000
139
$91K 0.06%
+2,000
140
$91K 0.06%
1,930
141
$89K 0.05%
1,365
+465
142
$89K 0.05%
6,272
143
$89K 0.05%
1,695
144
$89K 0.05%
1,463
+85
145
$87K 0.05%
1,800
+400
146
$86K 0.05%
600
147
$85K 0.05%
3,392
148
$81K 0.05%
998
149
$81K 0.05%
+1,404
150
$79K 0.05%
+2,000
4 5
6
7 8