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
$406M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$372K
3
+$339K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$304K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$259K

Top Sells

1
+$1.35M
2
+$1.1M
3
+$853K
4
NVDA icon
NVIDIA
NVDA
+$754K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$558K

Sector Composition

1 Technology 20.95%
2 Healthcare 11.32%
3 Consumer Discretionary 9.32%
4 Financials 9.3%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$327K 0.08%
2,815
127
$317K 0.08%
7,090
128
$315K 0.08%
600
129
$309K 0.08%
3,808
-300
130
$287K 0.07%
3,224
131
$284K 0.07%
2,329
132
$283K 0.07%
1,230
133
$269K 0.07%
1,703
+43
134
$260K 0.06%
9,984
135
$255K 0.06%
10,962
136
$255K 0.06%
4,164
137
$253K 0.06%
1,045
138
$246K 0.06%
6,744
139
$244K 0.06%
18,368
140
$243K 0.06%
2,660
141
$242K 0.06%
4,178
142
$240K 0.06%
+431
143
$237K 0.06%
3,061
+203
144
$234K 0.06%
1,224
-163
145
$233K 0.06%
2,625
-829
146
$228K 0.06%
8,400
147
$222K 0.05%
1,154
148
$220K 0.05%
865
149
$212K 0.05%
+3,125
150
$211K 0.05%
2,375
3 4 5
6
7