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
$1.27B
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.04M
3
+$4.3M
4
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$4.15M
5
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$3.95M

Top Sells

1
+$2.59M
2
+$2.43M
3
+$1.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
SSB icon
SouthState Bank Corp
SSB
+$962K

Sector Composition

1 Technology 2.57%
2 Financials 2.53%
3 Healthcare 1.56%
4 Communication Services 1.03%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.47M 0.59%
297,290
+23,328
27
$7.45M 0.59%
+20,748
28
$7.18M 0.57%
269,710
+10,504
29
$6.95M 0.55%
31,693
-1,597
30
$6.73M 0.53%
287,115
+168,305
31
$6.48M 0.51%
124,170
-11,604
32
$6.39M 0.5%
15,154
+23
33
$6.2M 0.49%
140,704
-15,917
34
$5.92M 0.47%
235,060
+18,895
35
$5.47M 0.43%
52,905
36
$5.4M 0.43%
86,700
+780
37
$5.38M 0.42%
28,248
+2
38
$5.06M 0.4%
218,140
+41,115
39
$4.62M 0.36%
10,201
40
$4.56M 0.36%
109,143
-3,021
41
$4.48M 0.35%
7,650
+34
42
$4.43M 0.35%
77,369
+301
43
$4M 0.32%
58,604
-374
44
$3.66M 0.29%
107,233
+1,468
45
$3.29M 0.26%
5,614
-53
46
$3.11M 0.25%
6,083
-665
47
$2.98M 0.23%
7,650
+2
48
$2.91M 0.23%
33,160
+37
49
$2.61M 0.21%
100,257
+86,937
50
$2.53M 0.2%
13,340
+3
1
2
3 4 5