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
$1.05B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.44M
3
+$5.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M
5
AAPL icon
Apple
AAPL
+$3.9M

Top Sells

1
+$4.96M
2
+$2.2M
3
+$855K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$720K
5
BND icon
Vanguard Total Bond Market
BND
+$547K

Sector Composition

1 Healthcare 1.66%
2 Technology 1.64%
3 Financials 1.48%
4 Industrials 0.96%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 0.47%
67,924
+317
27
$4.43M 0.42%
79,095
-2,334
28
$3.81M 0.36%
58,011
29
$3.63M 0.35%
10,233
+2,697
30
$3.33M 0.32%
7,780
+655
31
$3.3M 0.31%
12,189
+1,612
32
$3.03M 0.29%
17,620
+7,920
33
$3.01M 0.29%
56,150
34
$2.92M 0.28%
10,510
35
$2.43M 0.23%
19,880
+9,740
36
$2.4M 0.23%
29,027
-3,522
37
$2.24M 0.21%
14,476
+1,008
38
$2.23M 0.21%
40,399
-89,781
39
$2.1M 0.2%
61,116
40
$2.08M 0.2%
11,856
+40
41
$2.05M 0.2%
38,210
+25
42
$2.01M 0.19%
15,927
+13,788
43
$1.96M 0.19%
6,160
+119
44
$1.89M 0.18%
25,682
45
$1.73M 0.16%
13,800
+8,460
46
$1.72M 0.16%
31,791
+847
47
$1.69M 0.16%
39,960
-52,000
48
$1.66M 0.16%
42,088
-1
49
$1.61M 0.15%
18,277
-8,157
50
$1.61M 0.15%
19,626
-1,834
1
2
3 4 5