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
326
$375K 0.03%
3,074
+800
327
$373K 0.03%
4,335
-315
328
$373K 0.03%
3,320
+84
329
$371K 0.03%
+9,173
330
$368K 0.03%
4,200
331
$343K 0.03%
2,346
-500
332
$342K 0.03%
4,326
+52
333
$340K 0.03%
630
-43
334
$340K 0.03%
1,720
-1,126
335
$333K 0.02%
982
+3
336
$332K 0.02%
12,255
+2,170
337
$332K 0.02%
1,587
338
$332K 0.02%
+1,824
339
$326K 0.02%
5,500
340
$325K 0.02%
23,772
+3,000
341
$320K 0.02%
7,183
-600
342
$317K 0.02%
2,476
+610
343
$315K 0.02%
4,027
+1,226
344
$311K 0.02%
371
+5
345
$310K 0.02%
7,950
346
$304K 0.02%
4,358
+667
347
$304K 0.02%
2,818
348
$304K 0.02%
4,822
-298
349
$302K 0.02%
5,844
-14
350
$302K 0.02%
+5,918
12 13
14
15 16