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
$2.01B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.39M
3
+$3.82M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.85M
5
HD icon
Home Depot
HD
+$2.23M

Top Sells

1
+$2.46M
2
+$2.22M
3
+$2.08M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.15M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$887K

Sector Composition

1 Technology 14.96%
2 Financials 8.65%
3 Healthcare 5.18%
4 Industrials 5.1%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$631K 0.03%
3,694
-142
352
$626K 0.03%
9,963
-1,478
353
$625K 0.03%
5,660
-19
354
$624K 0.03%
4,648
+1,497
355
$616K 0.03%
12,805
-500
356
$612K 0.03%
8,129
-3
357
$611K 0.03%
2,386
358
$599K 0.03%
4,113
359
$595K 0.03%
10,302
+1,879
360
$595K 0.03%
3,830
361
$594K 0.03%
11,065
+710
362
$593K 0.03%
12,184
+500
363
$569K 0.03%
2,183
-120
364
$567K 0.03%
3,884
-293
365
$565K 0.03%
6,500
366
$563K 0.03%
2,900
367
$562K 0.03%
9,608
+2,075
368
$553K 0.03%
6,197
369
$551K 0.03%
2,595
+75
370
$550K 0.03%
4,400
+200
371
$537K 0.03%
2,296
372
$529K 0.03%
20,656
+12,326
373
$518K 0.03%
4,190
+115
374
$513K 0.03%
2,100
375
$510K 0.03%
5,319
+1,745
13 14
15
16 17