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
$171M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$284K
3
+$273K
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$251K
5
META icon
Meta Platforms (Facebook)
META
+$242K

Top Sells

1
+$1.93M
2
+$352K
3
+$255K
4
MO icon
Altria Group
MO
+$252K
5
V icon
Visa
V
+$170K

Sector Composition

1 Technology 19.78%
2 Healthcare 17.04%
3 Financials 13.83%
4 Consumer Staples 10.25%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.57%
17,224
-160
27
$2.65M 1.55%
33,561
-355
28
$2.65M 1.55%
28,602
+388
29
$2.63M 1.54%
52,200
+19
30
$2.45M 1.43%
33,167
+51
31
$2.43M 1.42%
52,452
+2,588
32
$2.42M 1.41%
49,671
+1,511
33
$2.25M 1.31%
40,260
34
$1.87M 1.09%
155,600
+2,680
35
$1.86M 1.09%
19,293
+1,179
36
$1.8M 1.05%
11,496
+34
37
$1.63M 0.96%
15,009
+574
38
$1.56M 0.91%
12,305
+310
39
$1.54M 0.9%
25,210
+4,468
40
$1.54M 0.9%
14,755
+285
41
$1.5M 0.88%
30,341
+2,364
42
$1.29M 0.75%
4,726
43
$1.25M 0.73%
25,088
+300
44
$1.24M 0.73%
5,312
-6
45
$1.22M 0.71%
16,608
+1,357
46
$1.2M 0.7%
109,098
+12,234
47
$1.07M 0.63%
17,141
+216
48
$1.06M 0.62%
25,051
49
$1.05M 0.62%
5,356
50
$1.01M 0.59%
5,958
+792
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