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
51
$1.26M 0.12%
72,564
-3,042
52
$1.23M 0.12%
19,501
+47
53
$1.21M 0.12%
7,784
+2,520
54
$1.15M 0.11%
6,930
+3,809
55
$1.14M 0.11%
+14,565
56
$1.1M 0.1%
26,725
+52
57
$1.08M 0.1%
17,787
+2,029
58
$1.06M 0.1%
44,298
59
$1.05M 0.1%
6,356
+2,073
60
$1.03M 0.1%
12,681
-852
61
$1.01M 0.1%
55,377
-2,037
62
$989K 0.09%
15,712
+20
63
$930K 0.09%
7,938
+923
64
$926K 0.09%
8,939
+2,339
65
$904K 0.09%
2,500
66
$893K 0.08%
2,569
+718
67
$885K 0.08%
2,424
+194
68
$867K 0.08%
26,752
+338
69
$825K 0.08%
10,615
70
$823K 0.08%
13,904
71
$802K 0.08%
+8,252
72
$750K 0.07%
5,065
+1,145
73
$708K 0.07%
5,292
74
$706K 0.07%
9,079
+3,547
75
$684K 0.07%
2,927
+1,921
1 2
3
4 5