LOIM
Liberty One Investment Management Portfolio holdings
AUM
$783M
1-Year Est. Return
12.59%
This Fund
S&P 500
1 Year Est. Return
+12.59%
AUM
$783M
AUM Growth
-$996M
(-56%)
Holding
157
Top Buys
| 1 | +$3.51M | |
| 2 | +$3.4M | |
| 3 | +$3.21M | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$2.22M |
| 5 |
EVSD
Eaton Vance Short Duration Income ETF
EVSD
|
+$1.95M |
Top Sells
| 1 | +$52.5M | |
| 2 | +$48.5M | |
| 3 | +$44.1M | |
| 4 |
Alliant Energy
LNT
|
+$40.2M |
| 5 |
Duke Energy
DUK
|
+$38.7M |
Sector Composition
| 1 | Consumer Staples | 19.54% |
| 2 | Healthcare | 18.15% |
| 3 | Industrials | 12.64% |
| 4 | Utilities | 10.78% |
| 5 | Technology | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Medtronic
MDT
$114B
| – | – |
-60,878
|
|
||
152
Merck
MRK
$286B
| – | – |
-59,071
|
|
||
153
Nutanix
NTNX
$11.1B
| – | – |
-5,516
|
|
||
154
Synopsys
SNPS
$82.2B
| – | – |
-681
|
|
||
155
SouthState Bank Corp
SSB
$8.94B
| – | – |
-12,294
|
|
||
156
Southwest Gas
SWX
$6.31B
| – | – |
-10,564
|
|
||
157
VICI Properties
VICI
$30.6B
| – | – |
-24,440
|
|