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
251
$746K 0.06%
13,000
252
$723K 0.05%
4,844
-85
253
$720K 0.05%
7,250
254
$720K 0.05%
1,694
255
$719K 0.05%
6,270
+2
256
$707K 0.05%
38,208
+10,792
257
$697K 0.05%
3,695
-5
258
$694K 0.05%
27,427
+10,191
259
$691K 0.05%
8,500
+5,300
260
$691K 0.05%
11,084
261
$679K 0.05%
13,465
-1,587
262
$679K 0.05%
19,000
+9,500
263
$659K 0.05%
8,442
-505
264
$658K 0.05%
2,544
+255
265
$642K 0.05%
7,200
266
$640K 0.05%
2,335
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267
$637K 0.05%
5,546
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268
$635K 0.05%
3,036
-50
269
$627K 0.05%
2,000
270
$621K 0.05%
4,649
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271
$613K 0.05%
12,281
272
$611K 0.05%
55,500
+14,000
273
$608K 0.05%
1,542
-51
274
$606K 0.05%
2,300
-1,800
275
$596K 0.04%
10,985
-2,328
9 10
11
12 13