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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
$923M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$1.07M
3
+$905K
4
HUM icon
Humana
HUM
+$869K
5
KO icon
Coca-Cola
KO
+$857K

Top Sells

1
+$38.4M
2
+$1.01M
3
+$788K
4
ENV
ENVESTNET, INC.
ENV
+$751K
5
AZN icon
AstraZeneca
AZN
+$675K

Sector Composition

1 Consumer Staples 30.98%
2 Healthcare 16.23%
3 Utilities 11.54%
4 Industrials 11.11%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-14
177
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178
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-8,658
179
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-13
180
– –
-87
181
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-22
182
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-2,389
183
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-18
184
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-313
185
– –
-1,321,772
186
– –
-2,392
4 5 6 7
8