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
$661M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.66M
3
+$3.11M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Top Sells

1
+$1.36M
2
+$358K
3
+$293K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$279K
5
CHCT
Community Healthcare Trust
CHCT
+$251K

Sector Composition

1 Financials 1.53%
2 Industrials 1.28%
3 Healthcare 1.25%
4 Communication Services 0.55%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,830
102
– –
-22,000
1 2 3 4
5