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
101
$231K 0.14%
4,730
102
$224K 0.13%
2,709
103
$216K 0.13%
19,518
-1,259
104
$216K 0.13%
2,720
-20
105
$215K 0.13%
1,250
106
$203K 0.12%
3,025
-550
107
$202K 0.12%
4,440
108
$179K 0.1%
2,738
-418
109
– –
-30,981
110
– –
-4,051
111
– –
-7,000
1 2 3 4
5