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
276
$589K 0.04%
10,071
+194
277
$584K 0.04%
4,137
+907
278
$564K 0.04%
8,325
+357
279
$558K 0.04%
9,038
+775
280
$558K 0.04%
4,123
-185
281
$557K 0.04%
12,000
282
$554K 0.04%
1,977
+837
283
$543K 0.04%
778
284
$514K 0.04%
7,676
-2,000
285
$503K 0.04%
12,971
286
$498K 0.04%
4,400
287
$497K 0.04%
1,500
288
$492K 0.04%
6,135
+35
289
$492K 0.04%
1,814
+397
290
$491K 0.04%
4,795
291
$489K 0.04%
13,400
292
$486K 0.04%
10,000
293
$485K 0.04%
10,315
+185
294
$478K 0.04%
18,132
+3,650
295
$477K 0.04%
+3,150
296
$471K 0.04%
12,000
297
$468K 0.03%
18,059
298
$464K 0.03%
6,615
+2,224
299
$464K 0.03%
5,722
-6,250
300
$461K 0.03%
2,358
+6
10 11
12
13 14