LOIM
Liberty One Investment Management Portfolio holdings
AUM
$988M
This Quarter Return
+11.22%
1 Year Return
+12%
3 Year Return
+32.68%
5 Year Return
+69.72%
10 Year Return
–
AUM
$446M
AUM Growth
+$446M
(+15%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
4.18%
Top 10 Holdings %
Top 10 Hldgs %
37.25%
Holding
154
New
36
Increased
62
Reduced
37
Closed
19
Top Buys
| 1 |
3M
MMM
|
$1.44M |
| 2 |
Sysco
SYY
|
$1.16M |
| 3 |
Pfizer
PFE
|
$1.13M |
| 4 |
AT&T
T
|
$1.1M |
| 5 |
RTX Corp
RTX
|
$1.07M |
Top Sells
| 1 |
GE Aerospace
GE
|
$859K |
| 2 |
VER
VEREIT, Inc.
VER
|
$788K |
| 3 |
lululemon athletica
LULU
|
$737K |
| 4 |
Exxon Mobil
XOM
|
$706K |
| 5 |
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% |