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LIA
LBMC Investment Advisors Portfolio holdings
AUM
$1.64B
1-Year Est. Return
15.26%
This Fund
S&P 500
1 Year Est. Return
+15.26%
AUM
$1.4B
AUM Growth
+$123M
(+9.6%)
Holding
217
Top Buys
| 1 | +$7.87M | |
| 2 | +$6.86M | |
| 3 | +$2.8M | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$2.33M |
| 5 |
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
|
+$2.28M |
Top Sells
| 1 | +$1.75M | |
| 2 | +$1.38M | |
| 3 | +$929K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$789K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$656K |
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Financials | 2.11% |
| 3 | Healthcare | 1.66% |
| 4 | Communication Services | 1.03% |
| 5 | Consumer Discretionary | 0.85% |