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
$849M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.63M
3
+$724K
4
AOS icon
A.O. Smith
AOS
+$534K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$383K

Top Sells

1
+$1.72M
2
+$467K
3
+$360K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$311K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$269K

Sector Composition

1 Financials 1.38%
2 Technology 1.27%
3 Healthcare 1.23%
4 Industrials 0.98%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$889K 0.1%
10,140
-60
52
$836K 0.1%
55,377
+1,800
53
$812K 0.1%
26,790
+242
54
$805K 0.09%
19,540
+122
55
$804K 0.09%
44,298
56
$796K 0.09%
2,230
57
$791K 0.09%
10,647
+32
58
$778K 0.09%
26,398
-5,161
59
$682K 0.08%
3,164
-40
60
$672K 0.08%
5,289
+65
61
$666K 0.08%
3,734
-2,020
62
$621K 0.07%
14,904
63
$612K 0.07%
1,950
+531
64
$607K 0.07%
17,490
+3
65
$603K 0.07%
3,830
+41
66
$571K 0.07%
3,849
+78
67
$569K 0.07%
6,456
+3
68
$568K 0.07%
1,500
69
$561K 0.07%
6,132
+163
70
$533K 0.06%
5,760
-63
71
$506K 0.06%
4,202
-582
72
$486K 0.06%
5,540
-60
73
$485K 0.06%
1,776
+43
74
$469K 0.06%
16,017
+459
75
$450K 0.05%
20,726
+1,709
1 2
3
4 5