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
51
$1M 0.59%
11,024
-60
52
$1M 0.59%
60,951
53
$920K 0.54%
97,176
+8,896
54
$914K 0.53%
7,534
+442
55
$912K 0.53%
6,802
+900
56
$884K 0.52%
17,298
+2,684
57
$785K 0.46%
42,668
+5,876
58
$763K 0.45%
17,729
+442
59
$755K 0.44%
13,620
60
$707K 0.41%
7,397
61
$687K 0.4%
10,055
62
$668K 0.39%
6,496
63
$658K 0.38%
5,664
64
$609K 0.36%
21,342
+60
65
$601K 0.35%
5,655
-25
66
$587K 0.34%
7,516
-263
67
$550K 0.32%
7,953
+50
68
$549K 0.32%
8,835
+97
69
$541K 0.32%
3,288
+412
70
$520K 0.3%
3,643
71
$516K 0.3%
3,865
-523
72
$500K 0.29%
4,817
-143
73
$488K 0.29%
2,613
-100
74
$485K 0.28%
1,787
75
$472K 0.28%
12,260
1 2
3
4 5