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
251
$1.37M 0.07%
16,178
+220
252
$1.36M 0.07%
130,000
253
$1.35M 0.07%
6,688
+1,626
254
$1.34M 0.07%
20,446
255
$1.34M 0.07%
38,738
-289
256
$1.33M 0.07%
4,221
257
$1.32M 0.07%
5,908
+139
258
$1.31M 0.07%
8,653
-15
259
$1.3M 0.06%
10,606
+242
260
$1.28M 0.06%
21,806
-150
261
$1.27M 0.06%
27,276
-3,991
262
$1.26M 0.06%
11,992
-2,109
263
$1.26M 0.06%
11,411
-90
264
$1.24M 0.06%
11,800
+2,250
265
$1.23M 0.06%
15,760
266
$1.21M 0.06%
21,342
+281
267
$1.2M 0.06%
23,122
+454
268
$1.19M 0.06%
15,024
269
$1.18M 0.06%
4,298
+158
270
$1.18M 0.06%
3,709
271
$1.17M 0.06%
29,992
-3,150
272
$1.17M 0.06%
16,098
+1,250
273
$1.17M 0.06%
13,607
-2,500
274
$1.16M 0.06%
36,610
+12,186
275
$1.16M 0.06%
8,600
9 10
11
12 13