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
$1.26B
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.92M
3
+$2.49M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.14M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.09M

Top Sells

1
+$3.39M
2
+$2.97M
3
+$1.39M
4
TFC icon
Truist Financial
TFC
+$1.34M
5
GL icon
Globe Life
GL
+$1.09M

Sector Composition

1 Technology 9.75%
2 Financials 9.48%
3 Healthcare 6.67%
4 Industrials 5.65%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$530K 0.04%
23,221
-24,257
302
$523K 0.04%
23,232
+4,642
303
$516K 0.04%
3,261
-1
304
$509K 0.04%
8,029
305
$504K 0.04%
5,618
-1,082
306
$504K 0.04%
4,905
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307
$501K 0.04%
4,673
308
$481K 0.04%
+8,924
309
$480K 0.04%
10,418
310
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+9,944
311
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3,174
312
$472K 0.04%
10,761
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313
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3,150
314
$467K 0.04%
5,730
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315
$467K 0.04%
+75,000
316
$464K 0.04%
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317
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19,751
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318
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319
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10,397
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320
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12,000
321
$440K 0.03%
778
322
$439K 0.03%
+10,219
323
$435K 0.03%
15,001
+2,326
324
$433K 0.03%
2,898
+540
325
$432K 0.03%
5,001
+1,724
11 12
13
14 15