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
$1.5B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$3.68M
3
+$3.5M
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$3.28M
5
PDO
PIMCO Dynamic Income Opportunities Fund
PDO
+$3.2M

Top Sells

1
+$8.28M
2
+$6.45M
3
+$6M
4
NVDA icon
NVIDIA
NVDA
+$3.83M
5
AAPL icon
Apple
AAPL
+$2.72M

Sector Composition

1 Technology 12.88%
2 Financials 10.13%
3 Healthcare 6.86%
4 Industrials 5.8%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$308K 0.02%
5,132
377
$307K 0.02%
5,649
-195
378
$303K 0.02%
5,020
-1,595
379
$303K 0.02%
2,342
+361
380
$300K 0.02%
+3,375
381
$292K 0.02%
3,277
-260
382
$289K 0.02%
1,810
383
$289K 0.02%
1,846
384
$287K 0.02%
10,500
-500
385
$287K 0.02%
2,393
386
$281K 0.02%
+5,431
387
$279K 0.02%
2,396
388
$278K 0.02%
1,273
-40
389
$277K 0.02%
3,080
390
$276K 0.02%
4,500
-1,000
391
$272K 0.02%
3,552
392
$271K 0.02%
2,356
393
$270K 0.02%
2,276
-200
394
$270K 0.02%
1,727
395
$268K 0.02%
+1,061
396
$265K 0.02%
4,000
397
$264K 0.02%
2,545
-33
398
$259K 0.02%
6,000
+1,600
399
$256K 0.02%
1,700
400
$251K 0.02%
+2,890
14 15
16
17 18