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
$1.27B
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.04M
3
+$4.3M
4
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$4.15M
5
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$3.95M

Top Sells

1
+$2.59M
2
+$2.43M
3
+$1.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
SSB icon
SouthState Bank Corp
SSB
+$962K

Sector Composition

1 Technology 2.57%
2 Financials 2.53%
3 Healthcare 1.56%
4 Communication Services 1.03%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.09%
26,473
+48
77
$978K 0.08%
6,766
+911
78
$952K 0.08%
8,950
79
$940K 0.07%
21,383
-205
80
$925K 0.07%
2,925
81
$914K 0.07%
1,736
82
$874K 0.07%
8,786
-100
83
$859K 0.07%
4,854
+500
84
$846K 0.07%
5,842
+200
85
$838K 0.07%
2,892
-34
86
$834K 0.07%
9,233
+750
87
$824K 0.06%
2,051
+23
88
$812K 0.06%
10,615
89
$792K 0.06%
26,652
90
$762K 0.06%
4,570
91
$738K 0.06%
1,827
-162
92
$720K 0.06%
22,916
-565
93
$720K 0.06%
12,162
+506
94
$719K 0.06%
3,670
-8
95
$718K 0.06%
13,525
+155
96
$687K 0.05%
5,691
97
$684K 0.05%
13,367
+86
98
$682K 0.05%
+28,350
99
$660K 0.05%
19,867
100
$637K 0.05%
3,302
2 3
4
5 6