LOIM
Liberty One Investment Management Portfolio holdings
AUM
$988M
This Quarter Return
+3.97%
1 Year Return
+12%
3 Year Return
+32.68%
5 Year Return
+69.72%
10 Year Return
–
AUM
$462M
AUM Growth
–
Cap. Flow
+$462M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.18%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Southern Company
SO
|
$18.8M |
| 2 |
AT&T
T
|
$18.1M |
| 3 |
Alliant Energy
LNT
|
$18M |
| 4 |
Hormel Foods
HRL
|
$16.8M |
| 5 |
Kimberly-Clark
KMB
|
$16.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 36.09% |
| 2 | Healthcare | 14.46% |
| 3 | Utilities | 13.11% |
| 4 | Industrials | 10.51% |
| 5 | Communication Services | 6.65% |
