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
$659M
AUM Growth
-$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$687K
3
+$433K
4
IBM icon
IBM
IBM
+$382K
5
GPN icon
Global Payments
GPN
+$307K

Top Sells

1
+$2.13M
2
+$1.05M
3
+$868K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$639K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$493K

Sector Composition

1 Financials 1.51%
2 Industrials 1.29%
3 Healthcare 1.11%
4 Technology 0.56%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$300K 0.05%
5,000
77
$280K 0.04%
4,906
+2
78
$274K 0.04%
1,974
79
$272K 0.04%
3,631
+20
80
$268K 0.04%
2,243
-228
81
$253K 0.04%
2,200
82
$244K 0.04%
3,206
83
$229K 0.03%
13,144
84
$224K 0.03%
4,355
-1,300
85
$223K 0.03%
+5,001
86
$218K 0.03%
6,403
-1,007
87
$217K 0.03%
3,560
-220
88
$216K 0.03%
7,893
89
$216K 0.03%
5,769
90
$214K 0.03%
2,552
91
$213K 0.03%
+1,711
92
$213K 0.03%
+1,552
93
$209K 0.03%
+2,041
94
$207K 0.03%
+1,000
95
$205K 0.03%
+4,294
96
$204K 0.03%
6,647
97
$203K 0.03%
1,274
-227
98
$125K 0.02%
2,806
+52
99
$113K 0.02%
12,340
+790
100
$78K 0.01%
10,578
1 2 3
4
5