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
76
$468K 0.27%
10,200
77
$440K 0.26%
6,350
-225
78
$416K 0.24%
205
79
$416K 0.24%
12,088
80
$403K 0.24%
+25,450
81
$394K 0.23%
6,584
-50
82
$384K 0.22%
6,621
83
$382K 0.22%
9,140
+2,200
84
$379K 0.22%
5,976
-928
85
$369K 0.22%
24,125
86
$365K 0.21%
3,864
-1,394
87
$323K 0.19%
13,000
-1,600
88
$311K 0.18%
2,165
-1,777
89
$302K 0.18%
11,926
+664
90
$285K 0.17%
14,230
91
$284K 0.17%
+15,530
92
$276K 0.16%
16,710
-240
93
$267K 0.16%
3,830
94
$259K 0.15%
2,302
95
$254K 0.15%
860
96
$251K 0.15%
+5,934
97
$246K 0.14%
10,163
-530
98
$245K 0.14%
5,040
99
$242K 0.14%
+1,244
100
$234K 0.14%
6,768
+153
1 2 3
4
5