LIA

LBMC Investment Advisors Portfolio holdings

AUM $1.57B
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.78M
3
+$5.72M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.81M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.03M

Top Sells

1
+$937K
2
+$510K
3
+$467K
4
AYX
Alteryx Inc
AYX
+$246K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$241K

Sector Composition

1 Technology 1.27%
2 Financials 1.21%
3 Healthcare 1.11%
4 Industrials 0.89%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 0.48%
29,677
+8,245
27
$3.04M 0.42%
57,580
+276
28
$3.03M 0.42%
+58,011
29
$3.01M 0.42%
36,362
+7,726
30
$2.71M 0.38%
33,496
+1,998
31
$2.25M 0.31%
10,553
+669
32
$2.23M 0.31%
10,604
+646
33
$2.12M 0.29%
6,340
+914
34
$2.04M 0.28%
56,150
35
$1.84M 0.26%
22,153
+2,577
36
$1.8M 0.25%
61,116
37
$1.78M 0.25%
6,422
+620
38
$1.73M 0.24%
13,453
+11,223
39
$1.64M 0.23%
+25,682
40
$1.55M 0.21%
42,411
-4,804
41
$1.51M 0.21%
30,646
+13
42
$1.44M 0.2%
11,631
+236
43
$1.42M 0.2%
38,175
+10
44
$1.4M 0.19%
8,920
+1,240
45
$1.02M 0.14%
5,754
+3,780
46
$945K 0.13%
70,326
47
$940K 0.13%
26,424
+8
48
$852K 0.12%
16,999
-10,179
49
$787K 0.11%
31,559
-668
50
$777K 0.11%
14,335
+2,229
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2
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