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
101
$556K 0.15%
25,480
102
$539K 0.14%
10,305
103
$528K 0.14%
20,054
104
$524K 0.14%
25,303
-262
105
$512K 0.13%
1,134
-466
106
$475K 0.12%
5,846
+514
107
$471K 0.12%
5,800
108
$468K 0.12%
4,291
109
$462K 0.12%
1,525
-14
110
$454K 0.12%
4,348
111
$429K 0.11%
946
112
$400K 0.1%
10,742
113
$397K 0.1%
2,656
-240
114
$384K 0.1%
5,040
115
$376K 0.1%
106
116
$370K 0.1%
24,400
117
$359K 0.09%
+1,015
118
$357K 0.09%
3,962
119
$354K 0.09%
2,830
-598
120
$350K 0.09%
13,800
121
$324K 0.09%
792
122
$315K 0.08%
2,712
123
$313K 0.08%
+1,834
124
$307K 0.08%
7,090
-250
125
$306K 0.08%
2,302
3 4
5
6 7