LIM
Leavell Investment Management Portfolio holdings
AUM
$2.23B
1-Year Return
17.7%
This Quarter Return
+6.12%
1 Year Return
+17.7%
3 Year Return
+72.04%
5 Year Return
+119.87%
10 Year Return
+244.65%
AUM
$929M
AUM Growth
+$48.9M
(+5.6%)
Cap. Flow
-$18.4K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
20.7%
Holding
386
New
17
Increased
103
Reduced
105
Closed
16
Top Buys
| 1 |
Goldman Sachs JUST US Large Cap Equity ETF
JUST
|
+$3.18M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$1.43M |
| 3 |
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
|
+$945K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$921K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$785K |
Top Sells
| 1 |
IBMG
iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
|
+$3.43M |
| 2 |
Mid-America Apartment Communities
MAA
|
+$3.37M |
| 3 |
Western Digital
WDC
|
+$1.09M |
| 4 |
Apple
AAPL
|
+$700K |
| 5 |
NVIDIA
NVDA
|
+$689K |
Sector Composition
| 1 | Financials | 11.24% |
| 2 | Technology | 9.38% |
| 3 | Healthcare | 7.71% |
| 4 | Industrials | 7.68% |
| 5 | Energy | 4.65% |
