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
$1.27B
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.04M
3
+$4.3M
4
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$4.15M
5
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$3.95M

Top Sells

1
+$2.59M
2
+$2.43M
3
+$1.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
SSB icon
SouthState Bank Corp
SSB
+$962K

Sector Composition

1 Technology 2.57%
2 Financials 2.53%
3 Healthcare 1.56%
4 Communication Services 1.03%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$325K 0.03%
4,388
152
$322K 0.03%
10,105
153
$319K 0.03%
3,608
154
$312K 0.02%
1,483
+167
155
$310K 0.02%
612
-35
156
$307K 0.02%
6,763
157
$306K 0.02%
1,366
158
$302K 0.02%
5,000
159
$299K 0.02%
3,500
160
$297K 0.02%
3,288
+8
161
$296K 0.02%
2,613
+1
162
$272K 0.02%
2,295
163
$272K 0.02%
2,385
+1
164
$272K 0.02%
2,254
165
$268K 0.02%
11,782
+219
166
$267K 0.02%
10,710
167
$264K 0.02%
5,000
168
$254K 0.02%
8,735
169
$247K 0.02%
1,094
170
$247K 0.02%
10,700
171
$245K 0.02%
430
172
$241K 0.02%
7,061
173
$241K 0.02%
4,228
174
$238K 0.02%
2,133
175
$233K 0.02%
1,241
5 6
7
8 9