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
$489M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.19M
3
+$1.08M
4
MMM icon
3M
MMM
+$983K
5
KO icon
Coca-Cola
KO
+$955K

Top Sells

1
+$1.94M
2
+$418K
3
+$360K
4
AMZN icon
Amazon
AMZN
+$186K
5
CLX icon
Clorox
CLX
+$173K

Sector Composition

1 Consumer Staples 37.37%
2 Healthcare 14.91%
3 Utilities 12.03%
4 Industrials 11.05%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.26%
8,946
+146
52
$1.27M 0.26%
12,239
+476
53
$1.27M 0.26%
21,581
+878
54
$1.25M 0.26%
15,793
+601
55
$1.23M 0.25%
22,106
+845
56
$1.2M 0.24%
5,944
+223
57
$1.19M 0.24%
4,423
+262
58
$1.19M 0.24%
14,775
+456
59
$1.18M 0.24%
39,205
+2,934
60
$1.15M 0.24%
31,473
-394
61
$1.15M 0.24%
22,192
+1,153
62
$1.14M 0.23%
43,982
+2,713
63
$1.13M 0.23%
6,838
+690
64
$1.12M 0.23%
16,128
+1,528
65
$1.09M 0.22%
11,371
+775
66
$1.07M 0.22%
13,896
-25,169
67
$1.07M 0.22%
29,008
+2,293
68
$1.07M 0.22%
15,790
-94
69
$1.06M 0.22%
9,847
+718
70
$1.05M 0.22%
4,422
-657
71
$1.04M 0.21%
28,656
+3,125
72
$954K 0.2%
15,472
-511
73
$948K 0.19%
29,458
+509
74
$927K 0.19%
11,746
+1,201
75
$913K 0.19%
22,025
+1,798
1 2
3
4 5