LIM

Leavell Investment Management Portfolio holdings

AUM $2.4B
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.08M
3
+$1.42M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.15M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.08M

Top Sells

1
+$40M
2
+$11.6M
3
+$9.76M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.19M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$6.6M

Sector Composition

1 Technology 12.3%
2 Financials 9.89%
3 Healthcare 7.06%
4 Industrials 7.05%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-5,280
377
– –
-5,674
378
– –
-12,833
379
– –
-2,145
380
– –
-2,000
381
– –
-227,478
12 13 14 15
16