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
$696M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.55M
3 +$1.52M
4
MSFT icon
Microsoft
MSFT
+$1.42M
5
PG icon
Procter & Gamble
PG
+$1.31M

Top Sells

1 +$1.85M
2 +$958K
3 +$885K
4
LLY icon
Eli Lilly
LLY
+$441K
5
CVX icon
Chevron
CVX
+$184K

Sector Composition

1 Consumer Staples 30.85%
2 Healthcare 19.08%
3 Utilities 12.9%
4 Industrials 11.55%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.47K ﹤0.01%
124
152
-38,490