LOIM
Liberty One Investment Management Portfolio holdings
AUM
$988M
This Quarter Return
-4.23%
1 Year Return
+12%
3 Year Return
+32.68%
5 Year Return
+69.72%
10 Year Return
–
AUM
$588M
AUM Growth
+$588M
(-11%)
Cap. Flow
-$43.3M
Cap. Flow
% of AUM
-7.37%
Top 10 Holdings %
Top 10 Hldgs %
34.57%
Holding
171
New
–
Increased
51
Reduced
80
Closed
40
Top Buys
| 1 |
CVR Energy
CVI
|
$1.27M |
| 2 |
Eli Lilly
LLY
|
$1.1M |
| 3 |
T-Mobile US
TMUS
|
$1.1M |
| 4 |
InterDigital
IDCC
|
$1.07M |
| 5 |
SRCL
Stericycle Inc
SRCL
|
$1M |
Top Sells
| 1 |
Clorox
CLX
|
$4.27M |
| 2 |
3M
MMM
|
$3.47M |
| 3 |
Cardinal Health
CAH
|
$3.31M |
| 4 |
Kimberly-Clark
KMB
|
$2.8M |
| 5 |
Hormel Foods
HRL
|
$2.77M |
Sector Composition
| 1 | Consumer Staples | 30.57% |
| 2 | Healthcare | 17.62% |
| 3 | Utilities | 13.04% |
| 4 | Industrials | 11.89% |
| 5 | Consumer Discretionary | 7.01% |
