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
$116M
AUM Growth
-$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$3.85M
2
+$1.02M
3
+$96.6K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$49.8K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$46.7K

Sector Composition

1 Industrials 6.01%
2 Consumer Discretionary 5.87%
3 Technology 5.72%
4 Financials 4.96%
5 Communication Services 3.86%
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