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
$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
SPDR 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
0
2
0
3
0
4
0
5
0
6
0
7
0
8
0
9
0
10
0
11
0
12
0
13
0
14
0
15
0
16
0
17
0
18
0
19
0
20
0
21
0
22
0
23
0
24
0
25
0