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
$810M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$4.01M
3 +$3.54M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.53M

Top Sells

1 +$1.03M
2 +$215K
3 +$163K
4
CAH icon
Cardinal Health
CAH
+$161K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$149K

Sector Composition

1 Consumer Staples 28.29%
2 Healthcare 17.17%
3 Industrials 11.44%
4 Utilities 10.8%
5 Technology 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$17.1K ﹤0.01%
+134
152
$17K ﹤0.01%
195
+76
153
$16.9K ﹤0.01%
119
+64
154
$16.6K ﹤0.01%
494
+238
155
$16.2K ﹤0.01%
136
+81
156
$16.2K ﹤0.01%
225
+94
157
$16.1K ﹤0.01%
351
+180
158
$16K ﹤0.01%
+144
159
$16K ﹤0.01%
370
+185
160
$16K ﹤0.01%
121
+63
161
$16K ﹤0.01%
587
+317
162
$15.5K ﹤0.01%
+114
163
$15.5K ﹤0.01%
376
+236
164
$15.2K ﹤0.01%
376
+271
165
$9.11K ﹤0.01%
88
166
$6.44K ﹤0.01%
59
167
$5.13K ﹤0.01%
32
168
$3.09K ﹤0.01%
88
169
$1.87K ﹤0.01%
33
-82
170
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