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
126
$307K 0.03%
3,010
127
$302K 0.03%
2,609
+207
128
$297K 0.03%
2,217
129
$293K 0.03%
+1,895
130
$281K 0.03%
+2,264
131
$279K 0.03%
1,341
+6
132
$275K 0.03%
500
133
$275K 0.03%
+8,000
134
$271K 0.03%
1,106
-9
135
$270K 0.03%
4,273
136
$270K 0.03%
+5,336
137
$266K 0.03%
+600
138
$264K 0.03%
3,329
+1
139
$263K 0.03%
+515
140
$261K 0.02%
6,647
-517
141
$256K 0.02%
4,893
142
$255K 0.02%
7,893
-1,060
143
$255K 0.02%
+7,112
144
$247K 0.02%
1,124
+30
145
$246K 0.02%
843
-17
146
$245K 0.02%
1,000
147
$242K 0.02%
+2,899
148
$242K 0.02%
+1,261
149
$240K 0.02%
1,025
+25
150
$236K 0.02%
+2,749
3 4 5
6
7