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
$446M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.16M
3
+$1.13M
4
T icon
AT&T
T
+$1.1M
5
LNT icon
Alliant Energy
LNT
+$1.01M

Top Sells

1
+$859K
2
+$788K
3
+$737K
4
XOM icon
Exxon Mobil
XOM
+$706K
5
AAPL icon
Apple
AAPL
+$595K

Sector Composition

1 Consumer Staples 37.76%
2 Healthcare 15.67%
3 Utilities 11.65%
4 Industrials 10.62%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$682K 0.15%
+9,371
102
$681K 0.15%
14,588
+1,163
103
$674K 0.15%
12,040
-1,093
104
$671K 0.15%
15,893
-2,507
105
$671K 0.15%
+28,949
106
$642K 0.14%
31,900
+16,187
107
$169K 0.04%
462
-155
108
$166K 0.04%
+5,196
109
$61K 0.01%
+611
110
$59K 0.01%
+466
111
$57K 0.01%
+5,960
112
$53K 0.01%
+1,360
113
$50K 0.01%
+1,240
114
$49K 0.01%
+1,139
115
$46K 0.01%
+283
116
$45K 0.01%
+487
117
$45K 0.01%
+614
118
$44K 0.01%
+200
119
$44K 0.01%
+2,265
120
$43K 0.01%
+231
121
$43K 0.01%
+709
122
$41K 0.01%
+112
123
$41K 0.01%
+102
124
$41K 0.01%
+387
125
$40K 0.01%
+2,818
3 4
5
6 7