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
$1.4B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$5.24M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.46M
5
BN icon
Brookfield
BN
+$1.86M

Top Sells

1
+$3.07M
2
+$2.16M
3
+$2.07M
4
AAPL icon
Apple
AAPL
+$2M
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.32M

Sector Composition

1 Technology 11.01%
2 Financials 8.6%
3 Healthcare 6.12%
4 Industrials 5.78%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$389K 0.03%
6,286
-35
352
$389K 0.03%
8,276
+3,940
353
$386K 0.03%
3,369
-103
354
$383K 0.03%
4,312
355
$382K 0.03%
16,540
+7,055
356
$380K 0.03%
3,900
357
$377K 0.03%
+14,940
358
$373K 0.03%
67
359
$372K 0.03%
3,410
-2,840
360
$372K 0.03%
5,941
-344
361
$371K 0.03%
4,180
+100
362
$364K 0.03%
12,900
363
$360K 0.03%
3,192
364
$356K 0.03%
2,798
365
$355K 0.03%
6,825
-1,500
366
$351K 0.03%
7,660
+240
367
$351K 0.03%
3,089
368
$342K 0.02%
9,689
-4,811
369
$339K 0.02%
9,779
-2,005
370
$337K 0.02%
3,698
+350
371
$336K 0.02%
13,002
372
$334K 0.02%
10,020
+20
373
$330K 0.02%
4,860
374
$328K 0.02%
39,792
-1,500
375
$328K 0.02%
1,684
-179
13 14
15
16 17