LIM
Leavell Investment Management Portfolio holdings
AUM
$2.23B
1-Year Return
17.7%
This Quarter Return
+3.45%
1 Year Return
+17.7%
3 Year Return
+72.04%
5 Year Return
+119.87%
10 Year Return
+244.65%
AUM
$726M
AUM Growth
+$47.5M
(+7%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
3.97%
Top 10 Holdings %
Top 10 Hldgs %
25.05%
Holding
379
New
11
Increased
79
Reduced
130
Closed
17
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$41M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$4.19M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$3.08M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.14M |
| 5 |
Qualcomm
QCOM
|
$999K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$2.38M |
| 2 |
Newmont
NEM
|
$1.82M |
| 3 |
Walt Disney
DIS
|
$1.71M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.64M |
| 5 |
CVS Health
CVS
|
$1.49M |
Sector Composition
| 1 | Financials | 10.07% |
| 2 | Healthcare | 7.61% |
| 3 | Industrials | 7.29% |
| 4 | Technology | 7.16% |
| 5 | Consumer Staples | 6.07% |
