LOIP
Live Oak Investment Partners Portfolio holdings
AUM
$130M
This Quarter Return
+8.49%
1 Year Return
+12.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(-5.6%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
44.15%
Holding
298
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.92% |
| 2 | Consumer Discretionary | 6.36% |
| 3 | Financials | 6.08% |
| 4 | Industrials | 5.27% |
| 5 | Healthcare | 4.09% |
