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
$1.27B
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.04M
3
+$4.3M
4
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$4.15M
5
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$3.95M

Top Sells

1
+$2.59M
2
+$2.43M
3
+$1.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
SSB icon
SouthState Bank Corp
SSB
+$962K

Sector Composition

1 Technology 2.57%
2 Financials 2.53%
3 Healthcare 1.56%
4 Communication Services 1.03%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$632K 0.05%
7,745
102
$601K 0.05%
6,065
+258
103
$600K 0.05%
20,780
104
$599K 0.05%
3,938
105
$593K 0.05%
7,671
-584
106
$582K 0.05%
2,500
107
$571K 0.05%
6,790
-1,986
108
$550K 0.04%
1,294
109
$526K 0.04%
1,083
110
$524K 0.04%
1,566
-80
111
$521K 0.04%
2,500
112
$520K 0.04%
1,794
+5
113
$518K 0.04%
18,927
+114
114
$516K 0.04%
19,951
+5
115
$515K 0.04%
2,896
+1
116
$494K 0.04%
26,678
-442
117
$488K 0.04%
+3,160
118
$477K 0.04%
6,797
119
$474K 0.04%
8,513
+19
120
$458K 0.04%
3,810
+3
121
$448K 0.04%
1,593
122
$446K 0.04%
7,885
-119
123
$436K 0.03%
18,517
+190
124
$428K 0.03%
3,699
-348
125
$417K 0.03%
2,996
3 4
5
6 7