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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
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
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

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
351
$366K 0.03%
2,645
+945
352
$363K 0.03%
1,587
353
$361K 0.03%
927
354
$360K 0.03%
2,466
-39
355
$353K 0.03%
13,840
+1,881
356
$352K 0.03%
+18,595
357
$352K 0.03%
4,312
358
$348K 0.03%
+14,039
359
$348K 0.03%
41,292
-1,008
360
$348K 0.03%
3,192
+21
361
$344K 0.03%
3,627
-1,374
362
$343K 0.03%
4,860
363
$326K 0.02%
7,420
-4,115
364
$326K 0.02%
5,337
-300
365
$325K 0.02%
2,383
-530
366
$319K 0.02%
10,392
-5
367
$319K 0.02%
8,537
-1,200
368
$313K 0.02%
12,900
+4,000
369
$312K 0.02%
17,812
370
$311K 0.02%
3,132
371
$309K 0.02%
67
-135
372
$303K 0.02%
7,825
373
$302K 0.02%
9,236
374
$298K 0.02%
4,004
+105
375
$295K 0.02%
3,864
13 14
15
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