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
$489M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.19M
3
+$1.08M
4
MMM icon
3M
MMM
+$983K
5
KO icon
Coca-Cola
KO
+$955K

Top Sells

1
+$1.94M
2
+$418K
3
+$360K
4
AMZN icon
Amazon
AMZN
+$186K
5
CLX icon
Clorox
CLX
+$173K

Sector Composition

1 Consumer Staples 37.37%
2 Healthcare 14.91%
3 Utilities 12.03%
4 Industrials 11.05%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$71K 0.01%
5,532
+2,714
127
$61K 0.01%
535
+252
128
$61K 0.01%
609
+269
129
$55K 0.01%
1,012
+416
130
$52K 0.01%
435
+206
131
$50K 0.01%
1,177
+510
132
$47K 0.01%
1,839
+895
133
$45K 0.01%
1,037
+527
134
$44K 0.01%
+1,727
135
$37K 0.01%
1,971
+932
136
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