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
301
$591K 0.04%
5,618
302
$583K 0.04%
21,449
-1,783
303
$564K 0.04%
4,673
304
$562K 0.04%
2,951
+854
305
$562K 0.04%
2,700
306
$560K 0.04%
3,759
-127
307
$553K 0.04%
3,171
-3
308
$542K 0.04%
8,374
+345
309
$542K 0.04%
10,761
310
$539K 0.04%
4,289
-1,434
311
$521K 0.04%
3,150
312
$513K 0.04%
10,020
313
$500K 0.04%
21,285
+1,534
314
$492K 0.04%
12,069
+3,900
315
$484K 0.04%
78,000
+3,000
316
$481K 0.04%
20,638
-2,583
317
$475K 0.04%
4,875
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318
$473K 0.04%
23,480
+5,820
319
$471K 0.04%
2,577
-684
320
$470K 0.04%
5,642
321
$467K 0.04%
3,080
+50
322
$463K 0.03%
14,500
-501
323
$459K 0.03%
9,893
-525
324
$443K 0.03%
12,000
325
$442K 0.03%
2,798
-100
11 12
13
14 15