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
$559M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.5M
3
+$1.27M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.05M

Top Sells

1
+$3.53M
2
+$1.49M
3
+$1.21M
4
IDU icon
iShares US Utilities ETF
IDU
+$631K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$562K

Sector Composition

1 Industrials 1.3%
2 Healthcare 1.2%
3 Financials 1.04%
4 Consumer Staples 0.53%
5 Technology 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.04%
+1,453
77
– –
-29,106
78
– –
-11
1 2 3
4