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
$1.15B
AUM Growth
+$219K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$1.89M
4
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$1.87M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.83M

Top Sells

1
+$2.2M
2
+$2.13M
3
+$2.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.93M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.57M

Sector Composition

1 Technology 2.51%
2 Healthcare 1.9%
3 Financials 1.87%
4 Communication Services 1.05%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.03%
8,000
127
$340K 0.03%
10,105
128
$336K 0.03%
2,383
+1
129
$333K 0.03%
+6,600
130
$332K 0.03%
5,230
-43
131
$332K 0.03%
7,998
+6
132
$329K 0.03%
647
133
$329K 0.03%
1,000
134
$325K 0.03%
3,239
+1
135
$323K 0.03%
4,388
136
$321K 0.03%
8,530
+7
137
$319K 0.03%
3,000
138
$317K 0.03%
10,241
+5
139
$315K 0.03%
8,098
140
$312K 0.03%
7,869
+29
141
$307K 0.03%
6,763
142
$306K 0.03%
531
143
$298K 0.03%
6,414
-2,990
144
$293K 0.03%
4,542
145
$292K 0.03%
8,000
146
$281K 0.02%
3,274
+6
147
$271K 0.02%
2,612
148
$271K 0.02%
3,347
149
$271K 0.02%
5,000
150
$269K 0.02%
2,294
4 5
6
7 8