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
$2.01B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.39M
3
+$3.82M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.85M
5
HD icon
Home Depot
HD
+$2.23M

Top Sells

1
+$2.46M
2
+$2.22M
3
+$2.08M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.15M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$887K

Sector Composition

1 Technology 14.96%
2 Financials 8.65%
3 Healthcare 5.18%
4 Industrials 5.1%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$944K 0.05%
1,828
+8
302
$920K 0.05%
22,297
+175
303
$908K 0.05%
29,640
-1,120
304
$907K 0.05%
6,489
+448
305
$888K 0.04%
19,211
-92
306
$882K 0.04%
5,658
+402
307
$878K 0.04%
39,018
+18,918
308
$878K 0.04%
9,962
+59
309
$868K 0.04%
8,295
-1,595
310
$865K 0.04%
40,680
-5,769
311
$858K 0.04%
5,000
312
$855K 0.04%
16,999
+2,164
313
$846K 0.04%
2,986
-50
314
$845K 0.04%
19,764
-153
315
$828K 0.04%
6,055
+1
316
$827K 0.04%
7,472
-1,160
317
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1,328
-42
318
$817K 0.04%
11,022
+352
319
$812K 0.04%
8,400
-4,550
320
$811K 0.04%
5,948
+3,800
321
$792K 0.04%
4,021
-11
322
$783K 0.04%
14,332
323
$779K 0.04%
12,026
+5,029
324
$771K 0.04%
4,393
+328
325
$767K 0.04%
10,158
-611
11 12
13
14 15