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
$721M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.78M
3
+$5.72M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.81M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.03M

Top Sells

1
+$937K
2
+$510K
3
+$467K
4
AYX
Alteryx Inc
AYX
+$246K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$241K

Sector Composition

1 Technology 1.27%
2 Financials 1.21%
3 Healthcare 1.11%
4 Industrials 0.89%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.06%
19,017
-1,722
77
$407K 0.06%
6,814
-1,200
78
$394K 0.05%
1,419
+600
79
$391K 0.05%
6,578
-134
80
$384K 0.05%
1,233
+471
81
$382K 0.05%
15,558
82
$380K 0.05%
6,308
+3
83
$365K 0.05%
5,264
+72
84
$332K 0.05%
1,552
85
$321K 0.04%
19,434
86
$311K 0.04%
+6,144
87
$310K 0.04%
22,114
88
$302K 0.04%
+4,157
89
$302K 0.04%
19,254
90
$299K 0.04%
4,146
91
$285K 0.04%
1,300
+4
92
$277K 0.04%
1,277
93
$274K 0.04%
23,781
+326
94
$268K 0.04%
2,133
95
$261K 0.04%
2,402
96
$259K 0.04%
7,223
+24
97
$256K 0.04%
4,949
-193
98
$256K 0.04%
+2,772
99
$250K 0.03%
4,343
+722
100
$249K 0.03%
2,200
1 2 3
4
5