LOIP

Live Oak Investment Partners Portfolio holdings

AUM $130M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
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
+$10.5M
2
+$7.38M
3
+$6.48M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$4.79M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$3.85M

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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