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
$381M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.18M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.13M
5
PANW icon
Palo Alto Networks
PANW
+$850K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$666K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K
5
AAPL icon
Apple
AAPL
+$603K

Sector Composition

1 Technology 20.48%
2 Healthcare 11.11%
3 Financials 9.11%
4 Consumer Discretionary 9.07%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 1.22%
21,482
-324
27
$4.53M 1.19%
9,243
+195
28
$4.51M 1.18%
41,002
-429
29
$4.42M 1.16%
46,715
-1,080
30
$4.35M 1.14%
21,942
-451
31
$4.31M 1.13%
25,349
-311
32
$4.25M 1.12%
41,243
-5,103
33
$4.06M 1.07%
125,364
-1,440
34
$3.85M 1.01%
65,826
+59
35
$3.85M 1.01%
17,031
-526
36
$3.71M 0.97%
26,321
-720
37
$3.5M 0.92%
39,581
+3,780
38
$3.36M 0.88%
20,609
-500
39
$3.3M 0.87%
158,980
+25,480
40
$3.08M 0.81%
10,271
+398
41
$2.9M 0.76%
4,866
+28
42
$2.68M 0.7%
48,380
-1,186
43
$2.68M 0.7%
31,861
+69
44
$2.61M 0.69%
141,394
+2,716
45
$2.51M 0.66%
5,246
-1,343
46
$2.4M 0.63%
26,705
+12,549
47
$2.32M 0.61%
47,880
-1,644
48
$2.32M 0.61%
8,505
+191
49
$2.31M 0.61%
13,628
+23
50
$2.23M 0.58%
46,899
+14,424
1
2
3 4 5