LIM

Leavell Investment Management Portfolio holdings

AUM $2.4B
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.91%
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
+$4.63M
2
+$2.94M
3
+$2.45M
4
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2M
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
AAPL icon
Apple
AAPL
+$2.46M

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
326
$440K 0.03%
10,000
327
$438K 0.03%
2,583
328
$438K 0.03%
2,339
+700
329
$437K 0.03%
6,658
330
$435K 0.03%
778
331
$429K 0.03%
5,467
-263
332
$425K 0.03%
1,269
333
$420K 0.03%
8,325
-1,102
334
$418K 0.03%
15,441
-268
335
$417K 0.03%
5,100
336
$416K 0.03%
13,002
+31
337
$414K 0.03%
11,784
+1,770
338
$413K 0.03%
1,863
+11
339
$404K 0.03%
+17,339
340
$404K 0.03%
4,795
341
$401K 0.03%
3,472
-129
342
$398K 0.03%
2,287
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343
$397K 0.03%
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344
$394K 0.03%
4,080
+650
345
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4,200
346
$386K 0.03%
1,328
-115
347
$377K 0.03%
6,321
+189
348
$377K 0.03%
3,900
349
$371K 0.03%
5,970
+8
350
$369K 0.03%
4,303
-755
12 13
14
15 16