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
+$3.49M
2
+$2.97M
3
+$2.8M
4
ULTA icon
Ulta Beauty
ULTA
+$1.72M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.87M
2
+$867K
3
+$634K
4
T icon
AT&T
T
+$447K
5
SO icon
Southern Company
SO
+$441K

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
201
$15K 0.01%
+480
202
$14K 0.01%
+568
203
$14K 0.01%
+900
204
$14K 0.01%
+100
205
$14K 0.01%
+330
206
$14K 0.01%
+500
207
$14K 0.01%
+400
208
$13K 0.01%
+195
209
$12K 0.01%
+130
210
$12K 0.01%
+188
211
$12K 0.01%
+400
212
$12K 0.01%
+285
213
$11K 0.01%
+130
214
$11K 0.01%
+1,320
215
$11K 0.01%
+200
216
$10K 0.01%
+190
217
$10K 0.01%
+230
218
$10K 0.01%
+333
219
$9K 0.01%
+125
220
$9K 0.01%
+140
221
$8K 0.01%
+156
222
$8K 0.01%
+133
223
$7K ﹤0.01%
+514
224
$7K ﹤0.01%
+100
225
$7K ﹤0.01%
+166
6 7 8
9
10