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
$658M
AUM Growth
-$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$1.4M
3 +$1.13M
4
KMB icon
Kimberly-Clark
KMB
+$985K
5
SBUX icon
Starbucks
SBUX
+$878K

Top Sells

1 +$1.23M
2 +$645K
3 +$246K
4
MTZ icon
MasTec
MTZ
+$244K
5
SPG icon
Simon Property Group
SPG
+$221K

Sector Composition

1 Consumer Staples 30.92%
2 Healthcare 18.24%
3 Utilities 14.22%
4 Industrials 10.9%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1K ﹤0.01%
+21
152
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+8
153
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156
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158
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161
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162
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170
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+5
171
$1K ﹤0.01%
+9
172
-13,729