LOIP
Live Oak Investment Partners Portfolio holdings
AUM
$130M
This Quarter Return
-3.04%
1 Year Return
+12.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(-3.1%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
44.79%
Holding
330
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 6.01% |
| 2 | Consumer Discretionary | 5.87% |
| 3 | Technology | 5.72% |
| 4 | Financials | 4.96% |
| 5 | Communication Services | 3.86% |
