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
$659M
AUM Growth
-$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$687K
3
+$433K
4
IBM icon
IBM
IBM
+$382K
5
GPN icon
Global Payments
GPN
+$307K

Top Sells

1
+$2.13M
2
+$1.05M
3
+$868K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$639K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$493K

Sector Composition

1 Financials 1.51%
2 Industrials 1.29%
3 Healthcare 1.11%
4 Technology 0.56%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,955
102
– –
-2,133
103
– –
-27,139
104
– –
-3,143
1 2 3 4
5