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
$849M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.63M
3
+$724K
4
AOS icon
A.O. Smith
AOS
+$534K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$383K

Top Sells

1
+$1.72M
2
+$467K
3
+$360K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$311K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$269K

Sector Composition

1 Financials 1.38%
2 Technology 1.27%
3 Healthcare 1.23%
4 Industrials 0.98%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$276K 0.03%
5,921
+250
102
$276K 0.03%
3,338
+254
103
$275K 0.03%
500
104
$271K 0.03%
5,051
105
$266K 0.03%
+2,217
106
$263K 0.03%
2,402
107
$259K 0.03%
2,200
108
$258K 0.03%
6,455
+3
109
$258K 0.03%
3,010
110
$254K 0.03%
1,000
111
$247K 0.03%
4,956
+7
112
$242K 0.03%
2,134
+6
113
$240K 0.03%
1,130
-11
114
$237K 0.03%
4,273
-1
115
$233K 0.03%
+1,094
116
$231K 0.03%
+6,647
117
$229K 0.03%
4,761
+330
118
$228K 0.03%
+3,328
119
$228K 0.03%
1,355
+70
120
$227K 0.03%
+503
121
$223K 0.03%
+3,206
122
$223K 0.03%
+7,893
123
$222K 0.03%
+5,143
124
$220K 0.03%
+1,006
125
$219K 0.03%
+1,000
2 3 4
5
6