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
$887M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.04M
3
+$3M
4
SBUX icon
Starbucks
SBUX
+$2.72M
5
LNT icon
Alliant Energy
LNT
+$2.58M

Top Sells

1
+$17.4M
2
+$5.77M
3
+$3.52M
4
CAH icon
Cardinal Health
CAH
+$2.76M
5
AVGO icon
Broadcom
AVGO
+$2.63M

Sector Composition

1 Consumer Staples 28.63%
2 Healthcare 16.62%
3 Industrials 11.27%
4 Utilities 11.07%
5 Technology 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$144K 0.02%
2,529
-455
152
$130K 0.01%
+2,782
153
$69K 0.01%
4,947
-1,215
154
$67K 0.01%
4,795
-2,286
155
$45K 0.01%
2,370
-989
156
$27K ﹤0.01%
372
-24
157
$26K ﹤0.01%
140
-19
158
$22K ﹤0.01%
1,258
+14
159
$21K ﹤0.01%
132
-12
160
$21K ﹤0.01%
219
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161
$20K ﹤0.01%
365
-25
162
$18K ﹤0.01%
993
-58
163
$17K ﹤0.01%
109
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164
$17K ﹤0.01%
130
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165
$17K ﹤0.01%
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166
$17K ﹤0.01%
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114
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168
$16K ﹤0.01%
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$16K ﹤0.01%
494
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170
$15K ﹤0.01%
146
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$15K ﹤0.01%
291
-16
172
$15K ﹤0.01%
80
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173
$14K ﹤0.01%
578
-20
174
$14K ﹤0.01%
191
-13
175
$14K ﹤0.01%
130
-10
4 5 6
7
8