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
276
$736K 0.06%
8,905
+3,705
277
$728K 0.05%
10,609
+21
278
$723K 0.05%
+6,578
279
$712K 0.05%
2,074
-365
280
$711K 0.05%
6,250
-1,241
281
$706K 0.05%
10,461
+4,134
282
$700K 0.05%
25,850
283
$694K 0.05%
9,304
284
$687K 0.05%
9,647
285
$684K 0.05%
8,268
-1,047
286
$683K 0.05%
4,989
287
$675K 0.05%
12,923
288
$672K 0.05%
20,280
+1,964
289
$668K 0.05%
4,521
-104
290
$664K 0.05%
9,907
-54
291
$660K 0.05%
35,770
+3,210
292
$655K 0.05%
10,676
-597
293
$640K 0.05%
8,842
-329
294
$639K 0.05%
11,420
-4,230
295
$631K 0.05%
1,500
296
$629K 0.05%
28,450
-1,000
297
$624K 0.05%
44,916
-3,192
298
$622K 0.05%
13,108
-3,255
299
$620K 0.05%
3,949
-895
300
$615K 0.05%
11,995
10 11
12
13 14