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
$110M
AUM Growth
-$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$3.18M
2
+$623K
3
+$583K
4
NETI
Eneti Inc.
NETI
+$21.2K
5
VMW
VMware, Inc
VMW
+$6.16K

Sector Composition

1 Technology 6.92%
2 Consumer Discretionary 6.36%
3 Financials 6.08%
4 Industrials 5.27%
5 Healthcare 4.09%
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