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LOIM

Liberty One Investment Management Portfolio holdings

AUM $970M
1-Year Est. Return 12.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$790M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$55.9M
2
+$49.9M
3
+$47.9M
4
MCK icon
McKesson
MCK
+$46.3M
5
RTO icon
Rentokil
RTO
+$38.5M

Top Sells

1
+$30.1M
2
+$29.7M
3
+$27M
4
KDP icon
Keurig Dr Pepper
KDP
+$25.8M
5
DOX icon
Amdocs
DOX
+$18.9M

Sector Composition

1 Consumer Staples 21.83%
2 Healthcare 19.23%
3 Industrials 13.65%
4 Utilities 12.32%
5 Technology 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 0.75%
119,395
+50,492
27
$12.9M 0.73%
294,787
+121,400
28
$11.2M 0.63%
79,776
+30,205
29
$11M 0.62%
+155,287
30
$9.71M 0.55%
29,446
+6,152
31
$9.31M 0.52%
55,621
+12,347
32
$9.25M 0.52%
11,621
+2,463
33
$8.75M 0.49%
18,327
+4,159
34
$8.43M 0.47%
33,096
+7,181
35
$8.25M 0.46%
26,149
+6,136
36
$8.17M 0.46%
37,227
+8,205
37
$7.87M 0.44%
54,432
+13,053
38
$7.87M 0.44%
6,748
+1,529
39
$7.84M 0.44%
106,961
-1,251
40
$7.6M 0.43%
73,746
+17,727
41
$7.49M 0.42%
65,941
-1,715
42
$7.35M 0.41%
407,463
+94,568
43
$7.32M 0.41%
26,228
+6,408
44
$7.26M 0.41%
65,038
+16,004
45
$7.12M 0.4%
38,076
+9,309
46
$7.1M 0.4%
17,530
+4,115
47
$7.05M 0.4%
61,544
+14,142
48
$7.04M 0.4%
115,865
+26,441
49
$7.01M 0.39%
105,146
+95,158
50
$6.81M 0.38%
90,153
+21,784
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