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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
VBR icon
151
Vanguard Small-Cap Value ETF
VBR
$36.7B
$259K 0.05%
1,224
-11
-0.9% -$2.3K
STIP icon
152
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$258K 0.05%
2,519
– –
IXUS icon
153
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$255K 0.05%
3,016
+23
+0.8% +$1.93K
COP icon
154
ConocoPhillips
COP
$136B
$254K 0.05%
2,712
– –
NSC icon
155
Norfolk Southern
NSC
$73.4B
$251K 0.05%
869
– –
COF icon
156
Capital One
COF
$126B
$247K 0.05%
1,019
– –
DUK icon
157
Duke Energy
DUK
$98.5B
$247K 0.05%
2,105
– –
F icon
158
Ford
F
$55.5B
$241K 0.04%
18,368
-258
-1% -$3.33K
IT icon
159
Gartner
IT
$8.9B
$240K 0.04%
951
– –
SO icon
160
Southern Company
SO
$108B
$239K 0.04%
2,744
-12
-0.4% -$1.1K
VTV icon
161
Vanguard Value ETF
VTV
$187B
$239K 0.04%
+1,252
New +$235K
TROW icon
162
T. Rowe Price
TROW
$24.9B
$238K 0.04%
2,329
– –
SBUX icon
163
Starbucks
SBUX
$121B
$238K 0.04%
2,829
– –
CEG icon
164
Constellation Energy
CEG
$91.6B
$238K 0.04%
674
– –
DFIV icon
165
Dimensional International Value ETF
DFIV
$20.6B
$236K 0.04%
4,731
– –
ALL icon
166
Allstate
ALL
$64.4B
$231K 0.04%
1,112
– –
SCHE icon
167
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$230K 0.04%
7,037
– –
SUN icon
168
Sunoco
SUN
$13.6B
$230K 0.04%
4,384
– –
UPS icon
169
United Parcel Service
UPS
$96.6B
$228K 0.04%
2,300
-700
-23% -$65.5K
WEC icon
170
WEC Energy
WEC
$37.5B
$227K 0.04%
2,149
-500
-19% -$55.4K
AVGO icon
171
Broadcom
AVGO
$1.85T
$221K 0.04%
638
– –
SRLN icon
172
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$213K 0.04%
5,172
+129
+3% +$5.33K
RAL
173
Ralliant Corp
RAL
$7.56B
$212K 0.04%
4,156
-1,123
-21% -$52.6K
VLTO icon
174
Veralto
VLTO
$22.6B
$209K 0.04%
2,097
-181
-8% -$18.3K
USB icon
175
US Bancorp
USB
$96.8B
$209K 0.04%
+3,915
New +$193K
4 5 6
7
8

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