LIM

Leavell Investment Management Portfolio holdings

AUM $2.37B
1-Year Est. Return 19.4%
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.46M
3
+$3.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.88M

Top Sells

1
+$7.08M
2
+$1.44M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.26M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Technology 12.12%
2 Financials 10.68%
3 Healthcare 6.99%
4 Industrials 6.27%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$933K 0.07%
12,152
227
$932K 0.07%
21,951
+2,202
228
$927K 0.07%
22,021
+1,350
229
$927K 0.07%
10,157
230
$923K 0.07%
9,795
231
$913K 0.07%
3,993
+150
232
$912K 0.07%
8,326
-1,152
233
$908K 0.07%
6,866
-304
234
$903K 0.07%
22,681
+55
235
$887K 0.07%
9,947
-41
236
$877K 0.07%
9,415
+3,752
237
$865K 0.06%
11,847
-19,350
238
$865K 0.06%
9,008
-65
239
$861K 0.06%
3,473
240
$845K 0.06%
6,707
+1,272
241
$840K 0.06%
11,028
242
$834K 0.06%
10,100
-700
243
$823K 0.06%
11,966
244
$806K 0.06%
6,502
245
$802K 0.06%
4,787
+90
246
$774K 0.06%
11,378
-452
247
$771K 0.06%
4,602
+18
248
$771K 0.06%
20,790
-2,260
249
$758K 0.06%
10,446
+91
250
$751K 0.06%
1,203
8 9
10
11 12