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
$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
126
$322K 0.08%
2,059
+356
127
$310K 0.07%
2,712
128
$308K 0.07%
1,194
+149
129
$306K 0.07%
2,655
-160
130
$301K 0.07%
9,719
-4,738
131
$280K 0.07%
3,928
+120
132
$275K 0.07%
4,319
+155
133
$271K 0.06%
3,224
134
$269K 0.06%
2,329
135
$268K 0.06%
10,312
+328
136
$253K 0.06%
6,744
137
$252K 0.06%
3,255
+194
138
$250K 0.06%
1,230
139
$248K 0.06%
+4,384
140
$244K 0.06%
2,552
-73
141
$238K 0.06%
4,178
142
$234K 0.06%
+1,282
143
$230K 0.05%
18,368
144
$230K 0.05%
5,790
-1,300
145
$230K 0.05%
1,069
+204
146
$223K 0.05%
+1,128
147
$218K 0.05%
8,400
148
$216K 0.05%
7,729
+521
149
$213K 0.05%
1,154
150
$212K 0.05%
1,224
3 4 5
6
7