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
176
$46K 0.03%
800
-800
177
$45K 0.03%
740
178
$45K 0.03%
+1,000
179
$44K 0.03%
1,800
-7,200
180
$43K 0.03%
257
-40
181
$42K 0.03%
1,380
182
$41K 0.02%
+2,500
183
$41K 0.02%
756
184
$40K 0.02%
2,879
185
$39K 0.02%
4,850
186
$39K 0.02%
840
187
$38K 0.02%
498
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188
$37K 0.02%
1,530
189
$37K 0.02%
350
190
$37K 0.02%
300
191
$37K 0.02%
415
192
$35K 0.02%
718
193
$33K 0.02%
1,096
-19
194
$33K 0.02%
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195
$33K 0.02%
270
-30
196
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249
197
$30K 0.02%
600
198
$29K 0.02%
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199
$29K 0.02%
840
200
$28K 0.02%
600
6 7
8
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