LOIM

Liberty One Investment Management Portfolio holdings

AUM $783M
1-Year Est. Return 12.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.59%
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
201
-3,590
202
-34,434