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
$895M
AUM Growth
+$99.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.72M
3
+$1.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$982K
5
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
+$968K

Top Sells

1
+$2.07M
2
+$1.54M
3
+$1.16M
4
VVC
Vectren Corporation
VVC
+$930K
5
LIN icon
Linde
LIN
+$883K

Sector Composition

1 Financials 10.83%
2 Technology 8.61%
3 Industrials 7.44%
4 Healthcare 7.4%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$417K 0.05%
9,281
-700
277
$411K 0.05%
1,000
278
$406K 0.05%
4,662
279
$400K 0.04%
10,210
280
$399K 0.04%
9,375
281
$391K 0.04%
21,429
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282
$384K 0.04%
12,414
283
$373K 0.04%
3,360
284
$372K 0.04%
8,276
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285
$370K 0.04%
3,019
286
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+7,150
287
$363K 0.04%
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288
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6,663
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289
$360K 0.04%
22,469
+7,000
290
$360K 0.04%
4,080
291
$358K 0.04%
3,500
292
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293
$343K 0.04%
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294
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295
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296
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297
$338K 0.04%
12,000
298
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-114
299
$335K 0.04%
20,022
300
$333K 0.04%
6,166
-300
10 11
12
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