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
76
$1.23M 0.32%
8,346
+5,762
77
$1.17M 0.31%
20,436
-516
78
$1.1M 0.29%
20,964
79
$1.04M 0.27%
44,426
-8,088
80
$937K 0.25%
17,610
+1,852
81
$930K 0.24%
4,832
+361
82
$899K 0.24%
5,736
-100
83
$877K 0.23%
17,354
84
$875K 0.23%
23,212
-410
85
$857K 0.22%
34,326
+19,465
86
$854K 0.22%
3,837
87
$821K 0.22%
7,359
88
$806K 0.21%
12,260
89
$762K 0.2%
2,171
+1,238
90
$743K 0.19%
8,856
91
$726K 0.19%
14,457
92
$708K 0.19%
27,460
+4,883
93
$685K 0.18%
10,200
94
$650K 0.17%
11,310
-10,377
95
$620K 0.16%
6,867
-2,345
96
$620K 0.16%
1,607
-20
97
$611K 0.16%
5,314
-15
98
$580K 0.15%
5,963
-139
99
$563K 0.15%
3,843
+16
100
$559K 0.15%
3,554
2 3
4
5 6