LOIM

Liberty One Investment Management Portfolio holdings

AUM $1.78B
1-Year Est. Return 6.5%
This Quarter Est. Return
1 Year Est. Return
+6.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.16M
3
+$1.13M
4
T icon
AT&T
T
+$1.1M
5
LNT icon
Alliant Energy
LNT
+$1.01M

Top Sells

1
+$859K
2
+$788K
3
+$737K
4
XOM icon
Exxon Mobil
XOM
+$706K
5
AAPL icon
Apple
AAPL
+$595K

Sector Composition

1 Consumer Staples 37.76%
2 Healthcare 15.67%
3 Utilities 11.65%
4 Industrials 10.62%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.3M 1.19%
97,136
+8,753
27
$2.62M 0.59%
28,668
-6,524
28
$2.37M 0.53%
67,012
-3,526
29
$2.35M 0.53%
17,020
-2,580
30
$2.33M 0.52%
23,305
-797
31
$2.25M 0.51%
41,020
-1,137
32
$2.22M 0.5%
32,989
-489
33
$2.13M 0.48%
42,844
-89
34
$2.12M 0.48%
46,712
-166
35
$2.1M 0.47%
23,031
-40
36
$1.96M 0.44%
47,449
+1,344
37
$1.94M 0.43%
26,455
-416
38
$1.68M 0.38%
8,264
-140
39
$1.6M 0.36%
25,940
+12,364
40
$1.58M 0.35%
10,544
-242
41
$1.41M 0.32%
15,079
-76
42
$1.38M 0.31%
5,492
-56
43
$1.35M 0.3%
5,713
+32
44
$1.34M 0.3%
2,470
+10
45
$1.31M 0.29%
4,454
+40
46
$1.27M 0.28%
4,179
-5
47
$1.26M 0.28%
9,961
+169
48
$1.26M 0.28%
21,039
+155
49
$1.25M 0.28%
31,437
+216
50
$1.23M 0.28%
14,319
+236
1
2
3 4 5