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
$329M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.92M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2M
5
FTNT icon
Fortinet
FTNT
+$1.94M

Top Sells

1
+$1.95M
2
+$436K
3
+$421K
4
AAPL icon
Apple
AAPL
+$161K
5
INTU icon
Intuit
INTU
+$120K

Sector Composition

1 Technology 17.91%
2 Healthcare 13.86%
3 Financials 10.09%
4 Consumer Discretionary 9.52%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.13%
2,658
102
$432K 0.13%
4,169
103
$427K 0.13%
5,050
104
$388K 0.12%
1,600
105
$384K 0.12%
2,743
106
$358K 0.11%
4,598
-811
107
$348K 0.11%
921
108
$347K 0.11%
13,480
109
$345K 0.1%
1,272
-43
110
$334K 0.1%
4,279
111
$308K 0.09%
2,759
112
$303K 0.09%
1,917
-38
113
$301K 0.09%
1,045
114
$301K 0.09%
7,690
115
$298K 0.09%
3,982
116
$279K 0.08%
5,164
117
$275K 0.08%
18,518
118
$266K 0.08%
750
119
$239K 0.07%
109
-10
120
$239K 0.07%
600
121
$235K 0.07%
1,355
-29
122
$230K 0.07%
865
123
$216K 0.07%
3,024
124
$202K 0.06%
2,050
-187
125
$194K 0.06%
2,974
2 3 4
5
6