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
$1.05B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.44M
3
+$5.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M
5
AAPL icon
Apple
AAPL
+$3.9M

Top Sells

1
+$4.96M
2
+$2.2M
3
+$855K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$720K
5
BND icon
Vanguard Total Bond Market
BND
+$547K

Sector Composition

1 Healthcare 1.66%
2 Technology 1.64%
3 Financials 1.48%
4 Industrials 0.96%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$647K 0.06%
6,177
+1,399
77
$623K 0.06%
+5,215
78
$604K 0.06%
+12,427
79
$598K 0.06%
6,057
+73
80
$596K 0.06%
29,526
+4,708
81
$595K 0.06%
30,160
+8,510
82
$594K 0.06%
4,237
+143
83
$593K 0.06%
3,164
84
$582K 0.06%
22,114
85
$565K 0.05%
7,263
+449
86
$551K 0.05%
2,028
+1
87
$543K 0.05%
19,956
-1,114
88
$542K 0.05%
24,926
+5,040
89
$533K 0.05%
16,017
-933
90
$503K 0.05%
1,255
91
$498K 0.05%
7,451
+1,203
92
$497K 0.05%
8,870
+1,962
93
$476K 0.05%
1,947
+51
94
$449K 0.04%
9,558
+4,314
95
$447K 0.04%
7,989
+78
96
$441K 0.04%
+1,114
97
$436K 0.04%
1,500
98
$428K 0.04%
1,552
99
$424K 0.04%
4,413
100
$424K 0.04%
1,769
+186
2 3
4
5 6