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
151
$77K 0.05%
1,400
152
$76K 0.05%
1,000
+500
153
$74K 0.04%
800
154
$72K 0.04%
1,500
155
$71K 0.04%
+2,804
156
$71K 0.04%
604
-300
157
$69K 0.04%
1,597
+895
158
$67K 0.04%
1,240
-13,760
159
$61K 0.04%
+1,000
160
$59K 0.04%
1,460
161
$58K 0.04%
+3,000
162
$57K 0.03%
1,185
163
$57K 0.03%
1,140
-290
164
$57K 0.03%
4,500
165
$55K 0.03%
3,250
166
$55K 0.03%
329
167
$52K 0.03%
+1,000
168
$52K 0.03%
300
169
$50K 0.03%
563
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170
$50K 0.03%
1,870
171
$50K 0.03%
600
172
$49K 0.03%
1,988
173
$49K 0.03%
2,450
174
$48K 0.03%
2,660
175
$47K 0.03%
5,000
5 6
7
8 9