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
$630M
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.23M
3
+$2.97M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.75M
5
AFL icon
Aflac
AFL
+$1.84M

Top Sells

1
+$480K
2
+$310K
3
+$243K
4
RVTY icon
Revvity
RVTY
+$206K
5
PSX icon
Phillips 66
PSX
+$204K

Sector Composition

1 Financials 1.46%
2 Industrials 1.43%
3 Healthcare 1.24%
4 Communication Services 0.49%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,373
1 2 3 4
5