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
$2.01B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.39M
3
+$3.82M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.85M
5
HD icon
Home Depot
HD
+$2.23M

Top Sells

1
+$2.46M
2
+$2.22M
3
+$2.08M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.15M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$887K

Sector Composition

1 Technology 14.96%
2 Financials 8.65%
3 Healthcare 5.18%
4 Industrials 5.1%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.58M 0.08%
18,915
+12,020
227
$1.58M 0.08%
21,437
-573
228
$1.57M 0.08%
43,858
229
$1.56M 0.08%
+6,014
230
$1.56M 0.08%
20,748
+6,155
231
$1.53M 0.08%
5,648
+635
232
$1.53M 0.08%
10,659
+6,277
233
$1.5M 0.07%
2,500
-8
234
$1.5M 0.07%
3,936
-908
235
$1.48M 0.07%
24,513
-8,899
236
$1.47M 0.07%
57,912
+31,086
237
$1.45M 0.07%
16,602
+143
238
$1.44M 0.07%
11,937
239
$1.44M 0.07%
21,390
+9,730
240
$1.44M 0.07%
22,940
241
$1.44M 0.07%
5,371
+519
242
$1.43M 0.07%
5,766
243
$1.42M 0.07%
30,125
+6,320
244
$1.42M 0.07%
13,625
245
$1.42M 0.07%
+26,955
246
$1.42M 0.07%
8,633
+3,039
247
$1.41M 0.07%
18,011
+7,010
248
$1.4M 0.07%
4,689
+1
249
$1.38M 0.07%
+39,038
250
$1.38M 0.07%
40,756
-301
8 9
10
11 12