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
51
$2.39M 0.19%
38,403
+16
52
$2.32M 0.18%
61,116
53
$2.02M 0.16%
29,309
+2,545
54
$1.95M 0.15%
18,107
-2,501
55
$1.94M 0.15%
23,528
+3
56
$1.91M 0.15%
12,305
+86
57
$1.9M 0.15%
16,168
-25
58
$1.89M 0.15%
81,375
+3
59
$1.78M 0.14%
15,571
+3
60
$1.68M 0.13%
+67,329
61
$1.66M 0.13%
9,657
+2
62
$1.66M 0.13%
69,381
+57,751
63
$1.63M 0.13%
68,630
+5
64
$1.61M 0.13%
6,726
-375
65
$1.6M 0.13%
64,367
+52,662
66
$1.56M 0.12%
11,621
+500
67
$1.52M 0.12%
33,820
+540
68
$1.42M 0.11%
12,771
69
$1.39M 0.11%
1,800
70
$1.37M 0.11%
44,298
71
$1.36M 0.11%
1,481
-150
72
$1.32M 0.1%
14,483
+9
73
$1.21M 0.1%
7,263
-5
74
$1.17M 0.09%
5,316
+10
75
$1.12M 0.09%
8,122
1 2
3
4 5