LIA
LBMC Investment Advisors Portfolio holdings
AUM $1.28B
AUM
$1.28B
AUM Growth
+$10.8M (+0.9%)
Cap. Flow
+$37.4M
Cap. Flow % of AUM
2.92%
Top 10 Holdings %Top 10 Hldgs %
66.22%
Holding
210
New
12
Increased
80
Reduced
48
Closed
9
Top Buys
| 1 | $9.53M | |
| 2 | $7.56M | |
| 3 | $7.07M | |
| 4 | $4.09M | |
| 5 | $3.58M |
Top Sells
| 1 | $4.53M | |
| 2 | $2.87M | |
| 3 | $2.05M | |
| 4 | $1.17M | |
| 5 | $1.07M |
Sector Composition
| 1 | Technology | 2.4% |
| 2 | Financials | 2.27% |
| 3 | Healthcare | 1.74% |
| 4 | Communication Services | 0.93% |
| 5 | Consumer Discretionary | 0.88% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $316K | 0.02% | 4,228 | – | – | |||
| $314K | 0.02% | 8,000 | – | – | |||
| $309K | 0.02% | 10,921 -861 | -7% | -$24.4K | |||
| $308K | 0.02% | 1,500 | – | – | |||
| $307K | 0.02% | 2,488 +103 | +4% | +$12.7K | |||
| $307K | 0.02% | 3,608 | – | – | |||
| $306K | 0.02% | 6,614 -149 | -2% | -$6.9K | |||
| $301K | 0.02% | 6,404 | – | – | |||
| $295K | 0.02% | 4,267 | – | – | |||
| $289K | 0.02% | 430 | – | – | |||
| $286K | 0.02% | 1,483 | – | – | |||
| $286K | 0.02% | 1,066 -500 | -32% | -$134K | |||
| $284K | 0.02% | 5,000 | – | – | |||
| $282K | 0.02% | 3,246 -3,544 | -52% | -$308K | |||
| $275K | 0.02% | 5,000 | – | – | |||
| $273K | 0.02% | 3,293 +5 | +0.2% | +$415 | |||
| $270K | 0.02% | 1,366 | – | – | |||
| $270K | 0.02% | 7,896 +889 | +13% | +$30.4K | |||
| $269K | 0.02% | 8,735 | – | – | |||
| $266K | 0.02% | 4,228 | – | – | |||
| $262K | 0.02% | 1,236 +142 | +13% | +$30.1K | |||
| $258K | 0.02% | 10,450 -250 | -2% | -$6.17K | |||
| $256K | 0.02% | 2,296 +1 | +0% | +$112 | |||
| $256K | 0.02% | 7,061 | – | – | |||
| $254K | 0.02% | 5,606 | – | – |
