LIM
Leavell Investment Management Portfolio holdings
AUM
$2.23B
1-Year Return
17.7%
This Quarter Return
+1.95%
1 Year Return
+17.7%
3 Year Return
+72.04%
5 Year Return
+119.87%
10 Year Return
+244.65%
AUM
$679M
AUM Growth
+$438K
(+0.06%)
Cap. Flow
-$8.29M
Cap. Flow
% of AUM
-1.22%
Top 10 Holdings %
Top 10 Hldgs %
20.06%
Holding
397
New
11
Increased
112
Reduced
114
Closed
29
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$2.08M |
| 2 |
Newmont
NEM
|
$1.82M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.34M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.07M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$977K |
Top Sells
| 1 |
GAS
AGL RESOURCES INC (HOLDING CO)
GAS
|
$2.62M |
| 2 |
Walt Disney
DIS
|
$1.62M |
| 3 |
Wells Fargo
WFC
|
$1.38M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$980K |
| 5 |
TEGNA Inc
TGNA
|
$937K |
Sector Composition
| 1 | Financials | 10.11% |
| 2 | Healthcare | 9.34% |
| 3 | Industrials | 7.59% |
| 4 | Technology | 7.26% |
| 5 | Consumer Staples | 6.95% |
