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
351
$296K 0.02%
2,393
352
$295K 0.02%
1,313
+289
353
$295K 0.02%
1,700
354
$288K 0.02%
9,236
355
$287K 0.02%
3,537
-186
356
$286K 0.02%
+2,495
357
$285K 0.02%
1,810
-44
358
$284K 0.02%
11,000
359
$283K 0.02%
2,200
+150
360
$281K 0.02%
+3,750
361
$280K 0.02%
2,578
+33
362
$278K 0.02%
2,396
+79
363
$273K 0.02%
3,080
+1,615
364
$272K 0.02%
5,132
365
$267K 0.02%
5,153
+921
366
$266K 0.02%
4,400
367
$262K 0.02%
+3,577
368
$262K 0.02%
1,727
369
$259K 0.02%
1,846
+131
370
$257K 0.02%
1,700
371
$253K 0.02%
1,981
+150
372
$246K 0.02%
4,000
373
$240K 0.02%
1,228
374
$239K 0.02%
2,356
-80
375
$237K 0.02%
+2,082
13 14
15
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