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LBMC Investment Advisors Portfolio holdings

AUM $1.64B
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
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
+$2.93M
2
+$2.24M
3
+$1.89M
4
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$1.86M
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.8M

Top Sells

1
+$2.22M
2
+$2.13M
3
+$2.04M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.93M
5
HDV
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
151
$264K 0.02%
3,010
-6,902
152
$259K 0.02%
+1,316
153
$259K 0.02%
13,558
-285
154
$258K 0.02%
8,735
155
$256K 0.02%
1,554
156
$251K 0.02%
430
157
$249K 0.02%
2,732
158
$248K 0.02%
1,050
159
$246K 0.02%
5,000
160
$245K 0.02%
7,061
161
$241K 0.02%
1,241
162
$240K 0.02%
2,254
163
$239K 0.02%
1,500
164
$238K 0.02%
12,710
+2,110
165
$236K 0.02%
10,700
166
$234K 0.02%
5,674
-148
167
$234K 0.02%
1,161
168
$233K 0.02%
4,398
169
$232K 0.02%
1,338
170
$230K 0.02%
1,519
+100
171
$230K 0.02%
3,899
172
$230K 0.02%
1,680
+16
173
$228K 0.02%
4,228
174
$227K 0.02%
9,320
175
$227K 0.02%
+3,153
4 5 6
7
8