LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
+10.27%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$406M
AUM Growth
+$24.7M
(+6.5%)
Cap. Flow
-$8.52M
Cap. Flow
% of AUM
-2.1%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
157
New
2
Increased
30
Reduced
73
Closed
3
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
+$932K |
| 2 |
Palo Alto Networks
PANW
|
+$372K |
| 3 |
Intuitive Surgical
ISRG
|
+$339K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$304K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$259K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
+$1.35M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$1.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$853K |
| 4 |
NVIDIA
NVDA
|
+$754K |
| 5 |
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% |
