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
$895M
AUM Growth
+$99.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.72M
3
+$1.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$982K
5
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
+$968K

Top Sells

1
+$2.07M
2
+$1.54M
3
+$1.16M
4
VVC
Vectren Corporation
VVC
+$930K
5
LIN icon
Linde
LIN
+$883K

Sector Composition

1 Financials 10.83%
2 Technology 8.61%
3 Industrials 7.44%
4 Healthcare 7.4%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$225K 0.03%
+1,550
352
$219K 0.02%
+8,942
353
$219K 0.02%
+2,155
354
$218K 0.02%
+4,862
355
$217K 0.02%
+4,950
356
$216K 0.02%
+6,411
357
$215K 0.02%
+1,920
358
$215K 0.02%
1,760
359
$213K 0.02%
900
360
$212K 0.02%
+2,200
361
$211K 0.02%
+5,780
362
$210K 0.02%
+1,464
363
$208K 0.02%
+2,325
364
$206K 0.02%
+1,671
365
$203K 0.02%
4,067
-162
366
$202K 0.02%
+2,597
367
$202K 0.02%
+1,940
368
$201K 0.02%
+6,500
369
$200K 0.02%
+2,546
370
$142K 0.02%
10,833
371
$43K ﹤0.01%
2,763
372
– –
-10,897
373
– –
-12,918
374
– –
-8,225
375
– –
-3,500
12 13 14
15
16