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
$849M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.63M
3
+$724K
4
AOS icon
A.O. Smith
AOS
+$534K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$383K

Top Sells

1
+$1.72M
2
+$467K
3
+$360K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$311K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$269K

Sector Composition

1 Financials 1.38%
2 Technology 1.27%
3 Healthcare 1.23%
4 Industrials 0.98%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$445K 0.05%
1,268
+35
77
$441K 0.05%
6,814
78
$433K 0.05%
22,114
79
$432K 0.05%
5,532
-315
80
$428K 0.05%
19,956
+522
81
$422K 0.05%
1,896
+25
82
$421K 0.05%
4,413
83
$409K 0.05%
6,958
+380
84
$407K 0.05%
5,273
+9
85
$402K 0.05%
1,552
86
$398K 0.05%
6,408
+100
87
$396K 0.05%
24,590
+809
88
$359K 0.04%
4,157
89
$351K 0.04%
9,365
+3,551
90
$350K 0.04%
4,144
-2
91
$348K 0.04%
3,284
+512
92
$347K 0.04%
19,290
+36
93
$339K 0.04%
7,286
+63
94
$324K 0.04%
14,584
+1,440
95
$312K 0.04%
4,362
+19
96
$308K 0.04%
1,277
97
$306K 0.04%
+1,431
98
$306K 0.04%
2,133
99
$303K 0.04%
10,167
+60
100
$280K 0.03%
1,305
+5
2 3
4
5 6