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
151
-7,373
152
-29,402
153
-4,161
154
-11,546