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
301
$461K 0.03%
6,512
-1,000
302
$459K 0.03%
14,765
+82
303
$456K 0.03%
2,072
304
$455K 0.03%
3,045
-2,500
305
$448K 0.03%
+24,930
306
$445K 0.03%
3,185
-15
307
$445K 0.03%
18,662
-1,174
308
$442K 0.03%
4,312
309
$439K 0.03%
3,981
-100
310
$434K 0.03%
3,648
311
$432K 0.03%
23,933
+3,960
312
$427K 0.03%
1,527
+1,018
313
$425K 0.03%
2,714
-698
314
$421K 0.03%
11,550
+1,750
315
$413K 0.03%
2,367
+34
316
$412K 0.03%
3,729
-552
317
$408K 0.03%
2,263
+185
318
$404K 0.03%
5,793
+357
319
$404K 0.03%
7,940
-400
320
$397K 0.03%
+6,608
321
$395K 0.03%
10,020
322
$394K 0.03%
4,400
-90
323
$393K 0.03%
12,923
+1,262
324
$383K 0.03%
2,334
+7
325
$381K 0.03%
2,450
11 12
13
14 15