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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$888K 0.07%
20,250
-450
252
$881K 0.07%
25,192
-18,928
253
$880K 0.07%
3,642
254
$873K 0.07%
11,281
255
$873K 0.07%
25,215
-1,000
256
$844K 0.06%
20,000
-350
257
$844K 0.06%
4,207
-460
258
$843K 0.06%
8,112
259
$842K 0.06%
4,000
260
$836K 0.06%
8,017
-299
261
$822K 0.06%
14,687
+4,743
262
$816K 0.06%
16,199
+668
263
$814K 0.06%
10,100
264
$813K 0.06%
+24,672
265
$803K 0.06%
5,239
-93
266
$798K 0.06%
4,864
267
$793K 0.06%
1,452
-140
268
$782K 0.06%
5,482
+500
269
$780K 0.06%
13,582
270
$778K 0.06%
6,415
+1,510
271
$774K 0.06%
7,200
272
$770K 0.06%
10,966
+1,000
273
$769K 0.06%
2,899
274
$765K 0.06%
13,000
275
$757K 0.06%
4,343
-875
9 10
11
12 13