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

Top Buys

1 +$6.95M
2 +$5.03M
3 +$2.13M
4
PFE icon
Pfizer
PFE
+$1.48M
5
HRL icon
Hormel Foods
HRL
+$1.29M

Top Sells

1 +$2.62M
2 +$863K
3 +$842K
4
CRWD icon
CrowdStrike
CRWD
+$830K
5
ON icon
ON Semiconductor
ON
+$796K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.5%
3 Industrials 11.69%
4 Utilities 10.26%
5 Technology 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-32
202
-239