LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$372K
3
+$339K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$304K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$259K

Top Sells

1
+$1.35M
2
+$1.1M
3
+$853K
4
NVDA icon
NVIDIA
NVDA
+$754K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$558K

Sector Composition

1 Technology 20.95%
2 Healthcare 11.32%
3 Consumer Discretionary 9.32%
4 Financials 9.3%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 6.87%
107,209
-3,283
2
$16.1M 3.97%
93,992
-2,404
3
$13.6M 3.34%
20,850
-723
4
$11.9M 2.94%
16,304
-481
5
$11.8M 2.91%
130,700
-8,340
6
$11.3M 2.78%
62,506
-1,269
7
$10.7M 2.64%
25,476
-572
8
$9.76M 2.4%
34,955
-326
9
$9.67M 2.38%
16,635
-335
10
$9.22M 2.27%
61,056
-881
11
$8.66M 2.13%
22,567
-99
12
$8.6M 2.12%
50,044
-1,376
13
$8.42M 2.08%
33,719
-384
14
$8.37M 2.06%
52,402
-830
15
$6.96M 1.72%
342,111
-27,420
16
$6.93M 1.71%
80,748
-1,604
17
$6.87M 1.69%
13,890
-272
18
$6.8M 1.68%
37,358
-429
19
$6.03M 1.49%
22,173
-415
20
$6.01M 1.48%
22,387
-480
21
$5.5M 1.36%
108,709
+3,125
22
$5.49M 1.35%
109,413
-9,368
23
$5.09M 1.26%
25,435
+86
24
$5.07M 1.25%
21,939
-3
25
$4.92M 1.21%
17,446
+370
1
2 3 4 5