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LOIM
Liberty One Investment Management Portfolio holdings
AUM
$970M
1-Year Est. Return
12.15%
This Fund
S&P 500
1 Year Est. Return
+12.15%
AUM
$970M
AUM Growth
+$187M
(+24%)
Holding
166
Top Buys
| 1 | +$11.5M | |
| 2 | +$7.26M | |
| 3 | +$7.2M | |
| 4 |
Microsoft
MSFT
|
+$7.13M |
| 5 |
EASY
Liberty One Defensive Dividend Growth ETF
EASY
|
+$6.16M |
Top Sells
| 1 | +$5.26M | |
| 2 | +$4.48M | |
| 3 | +$4.05M | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$3.67M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$3.28M |
Sector Composition
| 1 | Consumer Staples | 17.2% |
| 2 | Healthcare | 16.5% |
| 3 | Industrials | 13.5% |
| 4 | Utilities | 11.06% |
| 5 | Technology | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
lululemon athletica
LULU
$13B
| $238K | 0.02% |
1,556
+415
|
|
||
152
Agnico Eagle Mines
AEM
$89.4B
| $224K | 0.02% |
+1,102
|
|
||
153
Rocket Lab Corp
RKLB
$69.4B
| $222K | 0.02% |
+3,459
|
|
||
154
Axon Enterprise
AXON
$34.9B
| $207K | 0.02% |
487
+457
|
|
||
155
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
| – | – |
-18,498
|
|
||
156
PepsiCo
PEP
$194B
| – | – |
-36,670
|
|
||
157
Post Holdings
POST
$4.05B
| – | – |
-1,904
|
|
||
|
158
Avantis US Small Cap Value ETF
AVUV
$28.3B
| – | – |
-32,119
|
|
||
159
iShares US Home Construction ETF
ITB
$2.75B
| – | – |
-4,122
|
|
||
160
Roblox
RBLX
$35.8B
| – | – |
-1,874
|
|
||
161
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.93B
| – | – |
-30,969
|
|
||
162
Schwab US Dividend Equity ETF
SCHD
$94.6B
| – | – |
-45,300
|
|
||
163
Snowflake
SNOW
$82.4B
| – | – |
-853
|
|
||
164
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$288M
| – | – |
-18,735
|
|
||
165
United Airlines
UAL
$38.1B
| – | – |
-1,836
|
|
||
|
166
Invesco S&P MidCap Quality ETF
XMHQ
$5.38B
| – | – |
-35,818
|
|