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
$887M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.04M
3
+$3M
4
SBUX icon
Starbucks
SBUX
+$2.72M
5
LNT icon
Alliant Energy
LNT
+$2.58M

Top Sells

1
+$17.4M
2
+$5.77M
3
+$3.52M
4
CAH icon
Cardinal Health
CAH
+$2.76M
5
AVGO icon
Broadcom
AVGO
+$2.63M

Sector Composition

1 Consumer Staples 28.63%
2 Healthcare 16.62%
3 Industrials 11.27%
4 Utilities 11.07%
5 Technology 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.89M 0.44%
25,042
+1,602
52
$3.82M 0.43%
4,853
+383
53
$3.81M 0.43%
33,944
+6,536
54
$3.8M 0.43%
17,795
+1,917
55
$3.77M 0.42%
65,974
+14,234
56
$3.76M 0.42%
18,477
+1,197
57
$3.75M 0.42%
7,370
+1,129
58
$3.74M 0.42%
30,201
+645
59
$3.74M 0.42%
226,779
+53,416
60
$3.74M 0.42%
10,853
+827
61
$3.67M 0.41%
23,437
+3,711
62
$3.62M 0.41%
19,693
+4,802
63
$3.56M 0.4%
67,492
+14,506
64
$3.56M 0.4%
74,927
+12,527
65
$3.53M 0.4%
9,450
+1,412
66
$3.49M 0.39%
44,310
+7,300
67
$3.29M 0.37%
39,119
+6,151
68
$3.28M 0.37%
97,999
+30,973
69
$2.53M 0.29%
33,939
-497
70
$2.53M 0.29%
29,208
-463
71
$2.32M 0.26%
41,943
-1
72
$2.3M 0.26%
39,652
-187
73
$2.29M 0.26%
35,323
-16
74
$2.29M 0.26%
17,996
-65
75
$2.27M 0.26%
23,603
-689
1 2
3
4 5