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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.37%
2 Consumer Discretionary 6.54%
3 Industrials 6.49%
4 Financials 6.45%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
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