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
326
$431K 0.03%
9,427
+133
327
$430K 0.03%
6,985
+825
328
$412K 0.03%
10,020
329
$412K 0.03%
3,030
330
$407K 0.03%
4,200
331
$404K 0.03%
3,601
-44
332
$402K 0.03%
5,642
333
$400K 0.03%
2,583
334
$398K 0.03%
1,892
335
$397K 0.03%
10,000
336
$393K 0.03%
15,709
+42
337
$393K 0.03%
6,327
+445
338
$391K 0.03%
11,150
-4,795
339
$390K 0.03%
4,795
340
$389K 0.03%
5,200
+460
341
$387K 0.03%
12,971
342
$387K 0.03%
1,269
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343
$380K 0.03%
5,637
-1,500
344
$380K 0.03%
8,525
+1,350
345
$378K 0.03%
2,337
346
$377K 0.03%
4,600
-150
347
$373K 0.03%
6,658
348
$371K 0.03%
5,100
349
$365K 0.03%
2,913
+337
350
$363K 0.03%
2,505
12 13
14
15 16