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
201
$27K 0.02%
471
202
$26K 0.02%
793
203
$26K 0.02%
660
204
$26K 0.02%
825
205
$26K 0.02%
600
206
$25K 0.02%
714
-4,838
207
$24K 0.01%
350
208
$24K 0.01%
100
209
$22K 0.01%
300
210
$22K 0.01%
200
211
$21K 0.01%
400
-400
212
$20K 0.01%
+250
213
$20K 0.01%
511
-511
214
$19K 0.01%
221
215
$18K 0.01%
1,100
216
$17K 0.01%
375
217
$16K 0.01%
140
-365
218
$16K 0.01%
625
219
$16K 0.01%
400
220
$16K 0.01%
223
221
$16K 0.01%
480
222
$15K 0.01%
900
223
$15K 0.01%
500
224
$14K 0.01%
130
225
$14K 0.01%
400
7 8
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