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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
51
$6.71M 0.38%
43,229
+10,213
52
$6.66M 0.37%
47,857
-919
53
$6.59M 0.37%
127,936
+30,289
54
$6.58M 0.37%
9,635
+2,326
55
$6.48M 0.36%
81,005
+20,353
56
$6.4M 0.36%
6,919
+1,801
57
$6.38M 0.36%
13,942
+3,384
58
$6.31M 0.35%
34,353
+8,364
59
$6.29M 0.35%
31,680
+7,646
60
$6.18M 0.35%
113,798
+27,627
61
$6.15M 0.35%
43,626
+10,892
62
$6.06M 0.34%
14,029
+3,327
63
$5.85M 0.33%
55,721
-1,429
64
$5.8M 0.33%
60,878
+3,723
65
$5.09M 0.29%
18,029
+1,305
66
$4.97M 0.28%
49,942
-1,410
67
$4.96M 0.28%
59,071
+4,674
68
$4.59M 0.26%
14,199
+1,405
69
$3.87M 0.22%
169,839
+16,542
70
$2.69M 0.15%
27,154
-732
71
$2.68M 0.15%
34,957
-749
72
$2.53M 0.14%
29,282
-925
73
$2.52M 0.14%
39,660
-668
74
$2.5M 0.14%
17,857
-322
75
$2.46M 0.14%
47,822
-598
1 2
3
4 5