LOIP
Live Oak Investment Partners Portfolio holdings
AUM
$130M
This Quarter Return
-0.37%
1 Year Return
+12.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+1.9%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
43.4%
Holding
300
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.16% |
| 2 | Consumer Discretionary | 7.78% |
| 3 | Financials | 7.3% |
| 4 | Communication Services | 6.4% |
| 5 | Healthcare | 3.28% |
