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
$978M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$828K
3
+$821K
4
MSFT icon
Microsoft
MSFT
+$562K
5
MCD icon
McDonald's
MCD
+$554K

Top Sells

1
+$18.4M
2
+$880K
3
+$845K
4
VZ icon
Verizon
VZ
+$322K
5
RSG icon
Republic Services
RSG
+$318K

Sector Composition

1 Consumer Staples 28.6%
2 Healthcare 16.22%
3 Utilities 11.74%
4 Industrials 11.19%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.04K ﹤0.01%
17
-113
177
$2.01K ﹤0.01%
30
-192
178
$1.98K ﹤0.01%
13
-55
179
$1.83K ﹤0.01%
18
-135
180
$1.77K ﹤0.01%
14
-95
181
$1.62K ﹤0.01%
6
-35
4 5 6 7
8