LOIP
Live Oak Investment Partners Portfolio holdings
AUM
$130M
This Quarter Return
+4.97%
1 Year Return
+12.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+4.6%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
42.96%
Holding
297
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 6.83% |
| 2 | Technology | 5.97% |
| 3 | Industrials | 5.89% |
| 4 | Financials | 4.85% |
| 5 | Healthcare | 3.94% |
