LOIP

Live Oak Investment Partners Portfolio holdings

AUM $163M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$945K
2
+$67.9K
3
+$40.6K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.1K
5
BBWI icon
Bath & Body Works
BBWI
+$7.81K

Sector Composition

1 Technology 7.52%
2 Financials 6.88%
3 Consumer Discretionary 6.7%
4 Communication Services 5.53%
5 Industrials 4.41%
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