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
$664M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.5M
3 +$1.46M
4
KMB icon
Kimberly-Clark
KMB
+$1.29M
5
MMM icon
3M
MMM
+$1.29M

Top Sells

1 +$1.09M
2 +$892K
3 +$869K
4
RSG icon
Republic Services
RSG
+$463K
5
LNG icon
Cheniere Energy
LNG
+$418K

Sector Composition

1 Consumer Staples 31.12%
2 Healthcare 18.11%
3 Utilities 13.24%
4 Industrials 11.25%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,865
152
-2,464