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
$592M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.32M
3
+$1.67M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.61M
5
LMT icon
Lockheed Martin
LMT
+$1.2M

Top Sells

1
+$8.15M
2
+$3.31M
3
+$2.03M
4
DUK icon
Duke Energy
DUK
+$966K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$745K

Sector Composition

1 Energy 11.2%
2 Financials 10.82%
3 Industrials 8.29%
4 Healthcare 7.87%
5 Technology 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$238K 0.04%
9,260
-3,700
352
$237K 0.04%
4,200
353
$237K 0.04%
4,500
354
$234K 0.04%
12,000
355
$232K 0.04%
9,562
356
$230K 0.04%
1,984
-100
357
$230K 0.04%
+2,750
358
$230K 0.04%
778
359
$226K 0.04%
5,425
360
$226K 0.04%
3,315
361
$224K 0.04%
10,000
-5,760
362
$222K 0.04%
3,431
363
$221K 0.04%
+2,056
364
$220K 0.04%
3,600
-6,900
365
$216K 0.04%
+4,000
366
$215K 0.04%
2,735
367
$215K 0.04%
4,150
368
$214K 0.04%
9,900
369
$212K 0.04%
+4,000
370
$212K 0.04%
+2,000
371
$212K 0.04%
2,343
-1,300
372
$211K 0.04%
4,575
373
$208K 0.04%
+3,600
374
$207K 0.04%
+3,195
375
$207K 0.04%
+2,200
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