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
$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
51
$2.18M 0.57%
24,369
-387
52
$2.11M 0.55%
72,322
53
$2.09M 0.55%
48,675
+4,600
54
$1.96M 0.51%
12,302
55
$1.94M 0.51%
15,079
56
$1.91M 0.5%
2,520
-9
57
$1.88M 0.49%
+17,362
58
$1.86M 0.49%
2,289
-226
59
$1.83M 0.48%
77,296
+8,392
60
$1.76M 0.46%
4,127
61
$1.72M 0.45%
67,929
-570
62
$1.7M 0.45%
22,570
-700
63
$1.67M 0.44%
27,437
-18,362
64
$1.57M 0.41%
17,425
65
$1.5M 0.39%
20,768
+1,722
66
$1.48M 0.39%
60,457
67
$1.46M 0.38%
22,603
+1,827
68
$1.42M 0.37%
17,062
69
$1.38M 0.36%
23,759
+915
70
$1.37M 0.36%
2,350
71
$1.36M 0.36%
3,808
72
$1.35M 0.35%
2,842
-119
73
$1.32M 0.35%
45,488
+1,700
74
$1.27M 0.33%
5,443
75
$1.24M 0.32%
30,097
-4,880
1 2
3
4 5