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
126
$216K 0.03%
+2,016
127
$215K 0.03%
+5,848
128
$205K 0.02%
+875
129
$201K 0.02%
+1,250
130
$138K 0.02%
2,563
-14
131
$91K 0.01%
10,358
132
– –
-6,144
2 3 4 5
6