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
151
$235K 0.02%
+2,290
152
$229K 0.02%
3,411
+962
153
$226K 0.02%
3,000
154
$225K 0.02%
+7,450
155
$223K 0.02%
1,250
156
$216K 0.02%
+998
157
$213K 0.02%
+10,707
158
$210K 0.02%
2,024
159
$207K 0.02%
+4,627
160
$206K 0.02%
+1,524
161
$206K 0.02%
5,768
162
$202K 0.02%
+2,273
163
$161K 0.02%
10,863
164
$23K ﹤0.01%
+333
165
– –
-6,457
166
– –
-4,185
167
– –
-4,233
168
– –
-6,679
169
– –
-4,447
3 4 5 6
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