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
126
$300K 0.08%
4,108
127
$290K 0.08%
600
128
$286K 0.08%
1,045
129
$284K 0.07%
+3,454
130
$281K 0.07%
2,815
-100
131
$280K 0.07%
+1,128
132
$275K 0.07%
815
+30
133
$272K 0.07%
3,224
-204
134
$262K 0.07%
1,789
-1,210
135
$261K 0.07%
9,984
-542
136
$255K 0.07%
2,660
137
$251K 0.07%
2,329
138
$248K 0.07%
1,660
+28
139
$245K 0.06%
4,164
140
$234K 0.06%
1,230
141
$233K 0.06%
1,294
-657
142
$230K 0.06%
+4,178
143
$227K 0.06%
+1,387
144
$224K 0.06%
6,744
145
$224K 0.06%
18,368
146
$223K 0.06%
1,154
147
$221K 0.06%
+2,858
148
$217K 0.06%
+2,375
149
$211K 0.06%
7,339
150
$211K 0.06%
+8,400
3 4 5
6
7