LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
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
1
$6.23M 3.64%
30,484
-445
2
$5.9M 3.45%
127,488
+244
3
$5.89M 3.45%
44,505
-1,286
4
$5.67M 3.32%
25,905
-191
5
$5.23M 3.06%
26,798
+179
6
$4.91M 2.87%
66,274
-790
7
$4.39M 2.57%
31,692
-175
8
$4.26M 2.49%
48,732
-646
9
$4.22M 2.47%
20,186
+210
10
$4.01M 2.35%
19,378
+130
11
$4.01M 2.34%
71,000
+280
12
$3.93M 2.3%
98,000
-806
13
$3.86M 2.26%
15,739
+209
14
$3.73M 2.18%
86,816
+1,577
15
$3.6M 2.11%
67,744
+486
16
$3.32M 1.94%
25,013
+244
17
$3.26M 1.91%
75,508
-1,900
18
$3.24M 1.89%
23,085
-199
19
$3.06M 1.79%
61,214
+1,599
20
$2.98M 1.74%
28,465
-221
21
$2.97M 1.74%
26,573
+1,314
22
$2.96M 1.73%
37,635
+252
23
$2.95M 1.72%
20,457
+63
24
$2.9M 1.69%
29,366
+1,690
25
$2.7M 1.58%
21,233
+662
1
2 3 4 5