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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
101
$928K 0.05%
22,631
+2,151
102
$875K 0.05%
6,822
+857
103
$870K 0.05%
14,219
+2,377
104
$864K 0.05%
2,493
+564
105
$855K 0.05%
3,639
+676
106
$850K 0.05%
2,422
+266
107
$833K 0.05%
4,386
+1,063
108
$833K 0.05%
12,329
+1,070
109
$828K 0.05%
11,560
+1,579
110
$828K 0.05%
17,338
+2,223
111
$828K 0.05%
10,564
+1,771
112
$809K 0.05%
2,369
+437
113
$797K 0.04%
4,150
+1,154
114
$797K 0.04%
24,440
+4,354
115
$791K 0.04%
6,256
+1,070
116
$771K 0.04%
330
+18
117
$766K 0.04%
4,202
+1,356
118
$757K 0.04%
7,561
+1,255
119
$755K 0.04%
6,184
+1,724
120
$710K 0.04%
5,248
+782
121
$590K 0.03%
3,321
-885
122
$516K 0.03%
3,732
+1,264
123
$507K 0.03%
4,732
-147
124
$470K 0.03%
2,198
+853
125
$466K 0.03%
3,066
+1,046
3 4
5
6 7