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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
$883M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$4.75M
3
+$2.03M
4
PFE icon
Pfizer
PFE
+$1.48M
5
NEE icon
NextEra Energy
NEE
+$1.18M

Top Sells

1
+$2.39M
2
+$842K
3
+$799K
4
ON icon
ON Semiconductor
ON
+$796K
5
CRWD icon
CrowdStrike
CRWD
+$793K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.5%
3 Industrials 11.69%
4 Utilities 10.26%
5 Technology 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.6K ﹤0.01%
128
+7
177
$15.4K ﹤0.01%
146
+10
178
$15.1K ﹤0.01%
2,066
+94
179
$14.8K ﹤0.01%
528
+34
180
$13.5K ﹤0.01%
70
+3
181
$10.6K ﹤0.01%
406
+30
182
$1.93K ﹤0.01%
34
+1
183
– –
-59
184
– –
-9,305
185
– –
-88
186
– –
-15,056
187
– –
-47,687
188
– –
-2,501
189
– –
-9,525
190
– –
-88
191
– –
-34,434
192
– –
-2,437
193
– –
-3,683
194
– –
-2,604
195
– –
-239
196
– –
-6,013
197
– –
-17,505
198
– –
-5,372
199
– –
-32
200
– –
-15,462
5 6 7
8
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