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
$1.34B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.46M
3
+$3.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.88M

Top Sells

1
+$7.08M
2
+$1.44M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.26M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Technology 12.12%
2 Financials 10.68%
3 Healthcare 6.99%
4 Industrials 6.27%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$236K 0.02%
13,010
-6,689
377
$235K 0.02%
3,552
+112
378
$230K 0.02%
4,135
379
$230K 0.02%
+6,299
380
$229K 0.02%
+192
381
$227K 0.02%
5,840
382
$226K 0.02%
3,583
383
$224K 0.02%
+35,000
384
$220K 0.02%
+4,540
385
$219K 0.02%
+2,659
386
$217K 0.02%
6,407
387
$214K 0.02%
+812
388
$213K 0.02%
+2,935
389
$212K 0.02%
1,920
-865
390
$208K 0.02%
5,687
391
$206K 0.02%
+2,150
392
$179K 0.01%
27,098
393
$158K 0.01%
16,448
394
$157K 0.01%
13,550
-2,147
395
$118K 0.01%
3,410
-163
396
– –
-8,639
397
– –
-9,401
398
– –
-4,422
399
– –
-9,281
400
– –
-10,396
13 14 15
16
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