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
51
$757K 0.11%
12,668
-1,768
52
$754K 0.1%
2,230
+456
53
$747K 0.1%
10,200
+6,120
54
$692K 0.1%
53,577
55
$667K 0.09%
19,418
+121
56
$660K 0.09%
10,615
57
$640K 0.09%
26,548
+88
58
$602K 0.08%
44,298
59
$579K 0.08%
2,500
60
$569K 0.08%
+6,453
61
$569K 0.08%
3,204
62
$564K 0.08%
3,789
+1
63
$557K 0.08%
4,784
-82
64
$529K 0.07%
5,969
+1
65
$523K 0.07%
3,771
+11
66
$503K 0.07%
5,224
67
$470K 0.07%
+1,871
68
$470K 0.07%
5,823
+1
69
$463K 0.06%
5,847
70
$454K 0.06%
1,733
-27
71
$441K 0.06%
14,904
72
$439K 0.06%
+17,487
73
$422K 0.06%
4,413
74
$412K 0.06%
5,600
75
$412K 0.06%
1,500
1 2
3
4 5