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
176
$231K 0.02%
+994
177
$231K 0.02%
+10,524
178
$226K 0.02%
9,320
179
$224K 0.02%
5,606
+416
180
$223K 0.02%
750
181
$220K 0.02%
+7,007
182
$220K 0.02%
+4,265
183
$219K 0.02%
1,736
+38
184
$216K 0.02%
+510
185
$216K 0.02%
+6,422
186
$204K 0.02%
+497
187
$204K 0.02%
+1,817
188
$202K 0.02%
+3,364
189
$201K 0.02%
+697
190
$129K 0.01%
13,049
+63
191
$2.4K ﹤0.01%
20,000
192
– –
-1,050
193
– –
-10,079
194
– –
-2,872
195
– –
-3,899
196
– –
-4,398
197
– –
-2,876
198
– –
-10,248
199
– –
-3,010
200
– –
-1,338
5 6 7
8
9