LOIP

Live Oak Investment Partners Portfolio holdings

AUM $130M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$8.22M
2
+$6.73M
3
+$6.27M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.85M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.72M

Sector Composition

1 Consumer Discretionary 6.83%
2 Technology 5.97%
3 Industrials 5.89%
4 Financials 4.85%
5 Healthcare 3.94%
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