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

Top Buys

1
+$7.63M
2
+$5.06M
3
+$4.33M
4
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$4.18M
5
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$3.98M

Top Sells

1
+$2.59M
2
+$2.44M
3
+$1.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.6M
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
201
– –
-9,902
202
– –
-345
203
– –
-80,974
204
$0 ﹤0.01%
50,000
205
– –
-99,407
206
– –
-1,050
5 6 7 8
9