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LOIM

Liberty One Investment Management Portfolio holdings

AUM $970M
1-Year Est. Return 12.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
-$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.44M
3
+$1.28M
4
RSG icon
Republic Services
RSG
+$1.06M
5
TMUS icon
T-Mobile US
TMUS
+$987K

Top Sells

1
+$3.39M
2
+$3.3M
3
+$2.89M
4
KMB icon
Kimberly-Clark
KMB
+$2.76M
5
MMM icon
3M
MMM
+$2.53M

Sector Composition

1 Consumer Staples 30.57%
2 Healthcare 17.62%
3 Utilities 13.04%
4 Industrials 11.89%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
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