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
$1.43B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.97M
3
+$2.76M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.92M

Top Sells

1
+$7.01M
2
+$3.07M
3
+$2.24M
4
NVDA icon
NVIDIA
NVDA
+$2.22M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.33M

Sector Composition

1 Technology 12.4%
2 Financials 8.84%
3 Healthcare 5.71%
4 Industrials 5.44%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$413K 0.03%
19,980
-4,910
352
$410K 0.03%
4,312
353
$408K 0.03%
2,488
-494
354
$406K 0.03%
10,000
+2,000
355
$405K 0.03%
1,587
356
$402K 0.03%
3,636
-100
357
$399K 0.03%
2,700
358
$398K 0.03%
3,772
-49
359
$397K 0.03%
5,248
360
$394K 0.03%
16,440
+900
361
$393K 0.03%
3,600
-103
362
$386K 0.03%
5,837
363
$383K 0.03%
2,233
-350
364
$383K 0.03%
3,319
-50
365
$381K 0.03%
6,051
-250
366
$380K 0.03%
16,180
-1,429
367
$379K 0.03%
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368
$378K 0.03%
85,000
-5,500
369
$376K 0.03%
8,428
-400
370
$375K 0.03%
2,296
-43
371
$374K 0.03%
5,755
-186
372
$371K 0.03%
15,055
373
$370K 0.03%
2,580
374
$364K 0.03%
4,200
375
$360K 0.03%
5,228
-912
13 14
15
16 17