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
76
– –
-16,621
77
– –
-1,714
1 2 3
4