LIA
LBMC Investment Advisors Portfolio holdings
AUM $1.28B
AUM
$1.28B
AUM Growth
+$10.8M (+0.9%)
Cap. Flow
+$37.4M
Cap. Flow % of AUM
2.92%
Top 10 Holdings %Top 10 Hldgs %
66.22%
Holding
210
New
12
Increased
80
Reduced
48
Closed
9
Top Buys
| 1 | $9.53M | |
| 2 | $7.56M | |
| 3 | $7.07M | |
| 4 | $4.09M | |
| 5 | $3.58M |
Top Sells
| 1 | $4.53M | |
| 2 | $2.87M | |
| 3 | $2.05M | |
| 4 | $1.17M | |
| 5 | $1.07M |
Sector Composition
| 1 | Technology | 2.4% |
| 2 | Financials | 2.27% |
| 3 | Healthcare | 1.74% |
| 4 | Communication Services | 0.93% |
| 5 | Consumer Discretionary | 0.88% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -497 | Closed | – | |||
| $0 | 0% | 0 -4,042 | Closed | – | |||
| $0 | 0% | 50,000 | – | – |
