LCM

Liberty Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.7M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.93M
2
+$838K
3
+$615K
4
T icon
AT&T
T
+$426K
5
SO icon
Southern Company
SO
+$416K

Sector Composition

1 Healthcare 20.02%
2 Technology 14%
3 Consumer Discretionary 13.22%
4 Financials 11.73%
5 Consumer Staples 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
+250
227
$7K ﹤0.01%
+152
228
$7K ﹤0.01%
+82
229
$7K ﹤0.01%
+461
230
$7K ﹤0.01%
+100
231
$5K ﹤0.01%
+172
232
$5K ﹤0.01%
+130
233
$5K ﹤0.01%
+100
234
$4K ﹤0.01%
+115
235
$4K ﹤0.01%
+276
236
$4K ﹤0.01%
+41
237
$4K ﹤0.01%
+117
238
$4K ﹤0.01%
+74
239
$4K ﹤0.01%
+161
240
$4K ﹤0.01%
+30
241
$4K ﹤0.01%
+107
242
$3K ﹤0.01%
+270
243
$2K ﹤0.01%
+70
244
$2K ﹤0.01%
+100
245
$1K ﹤0.01%
+18
246
$1K ﹤0.01%
+65
247
$0 ﹤0.01%
+1
248
– –
-1,199
249
– –
-7,725
250
$0 ﹤0.01%
+20
6 7 8 9
10