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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
76
$2.46M 0.14%
33,470
-552
77
$2.32M 0.13%
48,118
-1,431
78
$2.08M 0.12%
4,249
+966
79
$2.05M 0.12%
75,174
-1,999
80
$2.03M 0.11%
18,085
+13,695
81
$1.97M 0.11%
8,092
+2,578
82
$1.89M 0.11%
11,481
-443
83
$1.87M 0.11%
3,119
+14
84
$1.83M 0.1%
14,033
-398
85
$1.78M 0.1%
17,761
+330
86
$1.75M 0.1%
10,707
+1,554
87
$1.6M 0.09%
11,437
-391
88
$1.55M 0.09%
7,238
-95
89
$1.43M 0.08%
15,639
-5,403
90
$1.41M 0.08%
+10,884
91
$1.4M 0.08%
4,998
+3,922
92
$1.37M 0.08%
29,200
-862
93
$1.32M 0.07%
9,989
+2,817
94
$1.23M 0.07%
+12,539
95
$1.21M 0.07%
12,294
+3,341
96
$1.2M 0.07%
6,692
+357
97
$1.02M 0.06%
2,287
+501
98
$1.02M 0.06%
4,289
+1,078
99
$1.01M 0.06%
19,713
+9,079
100
$977K 0.05%
16,148
+7,621
2 3
4
5 6