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
$1.05B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.44M
3
+$5.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M
5
AAPL icon
Apple
AAPL
+$3.9M

Top Sells

1
+$4.96M
2
+$2.2M
3
+$855K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$720K
5
BND icon
Vanguard Total Bond Market
BND
+$547K

Sector Composition

1 Healthcare 1.66%
2 Technology 1.64%
3 Financials 1.48%
4 Industrials 0.96%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$415K 0.04%
7,280
+16
102
$413K 0.04%
+1,800
103
$412K 0.04%
4,824
+469
104
$404K 0.04%
5,515
105
$398K 0.04%
15,268
-1,532
106
$393K 0.04%
6,460
+2
107
$371K 0.04%
3,743
+382
108
$357K 0.03%
+1,869
109
$351K 0.03%
1,518
+208
110
$347K 0.03%
+2,400
111
$343K 0.03%
+3,983
112
$340K 0.03%
6,404
+100
113
$340K 0.03%
2,783
+3
114
$339K 0.03%
3,007
+1,001
115
$335K 0.03%
5,969
+1,007
116
$329K 0.03%
2,133
117
$327K 0.03%
10,105
118
$326K 0.03%
+1,892
119
$326K 0.03%
+1,093
120
$326K 0.03%
+7,327
121
$320K 0.03%
+927
122
$318K 0.03%
4,162
123
$316K 0.03%
+5,966
124
$313K 0.03%
+7,991
125
$310K 0.03%
+9,004
3 4
5
6 7