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
$521M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$882K
3
+$824K
4
MO icon
Altria Group
MO
+$732K
5
T icon
AT&T
T
+$643K

Top Sells

1
+$1.08M
2
+$1.02M
3
+$628K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$459K
5
FLO icon
Flowers Foods
FLO
+$312K

Sector Composition

1 Industrials 1.29%
2 Healthcare 1.15%
3 Financials 0.99%
4 Consumer Staples 0.6%
5 Utilities 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.1%
5,101
+41
52
$479K 0.09%
18,208
+10,156
53
$454K 0.09%
22,439
54
$452K 0.09%
5,641
+46
55
$442K 0.08%
3,742
-22
56
$434K 0.08%
3,060
+841
57
$433K 0.08%
+22,923
58
$395K 0.08%
4,893
59
$392K 0.08%
5,262
+29
60
$387K 0.07%
3,358
+19
61
$383K 0.07%
1,769
+7
62
$363K 0.07%
6,889
-4,364
63
$361K 0.07%
14,391
-258
64
$356K 0.07%
36,018
+197
65
$301K 0.06%
11,591
-1,291
66
$286K 0.05%
23,693
+210
67
$275K 0.05%
+11
68
$243K 0.05%
2,893
+374
69
$233K 0.04%
3,909
+24
70
$232K 0.04%
7,580
-660
71
$225K 0.04%
3,899
-2,127
72
$219K 0.04%
6,082
+22
73
$210K 0.04%
+6,621
74
$209K 0.04%
+1,630
75
$207K 0.04%
8,616
-2,256
1 2
3
4