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
51
$1.19M 0.27%
20,703
+909
52
$1.15M 0.26%
7,307
+317
53
$1.14M 0.26%
8,800
+210
54
$1.14M 0.25%
8,989
+473
55
$1.13M 0.25%
5,721
+228
56
$1.12M 0.25%
15,192
+720
57
$1.11M 0.25%
15,884
-248
58
$1.09M 0.25%
41,269
+1,877
59
$1.09M 0.25%
4,161
+207
60
$1.08M 0.24%
11,763
+425
61
$1.07M 0.24%
21,261
+645
62
$1.07M 0.24%
31,867
+1
63
$1.06M 0.24%
36,271
+1,469
64
$1.04M 0.23%
9,129
+729
65
$997K 0.22%
10,596
+451
66
$965K 0.22%
10,818
-385
67
$945K 0.21%
+26,715
68
$920K 0.21%
25,531
+2,591
69
$889K 0.2%
+6,148
70
$877K 0.2%
15,983
-922
71
$877K 0.2%
+14,600
72
$856K 0.19%
10,545
-1,697
73
$845K 0.19%
20,227
+6,827
74
$770K 0.17%
39,065
-14,312
75
$759K 0.17%
1,414
-895
1 2
3
4 5