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
351
$359K 0.03%
927
-52
352
$354K 0.03%
+17,660
353
$354K 0.03%
2,981
+37
354
$351K 0.03%
+14,158
355
$350K 0.03%
1,443
+340
356
$348K 0.03%
17,812
-500
357
$346K 0.03%
4,312
358
$338K 0.03%
1,852
359
$333K 0.03%
3,171
-100
360
$320K 0.03%
1,587
361
$319K 0.03%
+8,328
362
$319K 0.03%
10,014
363
$319K 0.03%
6,132
+17
364
$316K 0.03%
4,300
365
$313K 0.02%
3,900
366
$313K 0.02%
4,860
367
$312K 0.02%
5,058
+190
368
$311K 0.02%
12,040
-2,605
369
$310K 0.02%
42,300
-35,500
370
$308K 0.02%
2,934
+5
371
$306K 0.02%
+8,169
372
$306K 0.02%
9,737
-285
373
$300K 0.02%
13,646
-20,198
374
$291K 0.02%
11,959
+2,932
375
$289K 0.02%
3,500
-989
13 14
15
16 17