LOIP

Live Oak Investment Partners Portfolio holdings

AUM $151M
1-Year Est. Return 12.06%
This Quarter Est. Return
1 Year Est. Return
+12.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.8M
2
+$9.34M
3
+$7.99M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.02M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$4.74M

Sector Composition

1 Technology 9.16%
2 Consumer Discretionary 7.78%
3 Financials 7.3%
4 Communication Services 6.4%
5 Healthcare 3.28%
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