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
$1.26B
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.92M
3
+$2.49M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.14M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.09M

Top Sells

1
+$3.39M
2
+$2.97M
3
+$1.39M
4
TFC icon
Truist Financial
TFC
+$1.34M
5
GL icon
Globe Life
GL
+$1.09M

Sector Composition

1 Technology 9.75%
2 Financials 9.48%
3 Healthcare 6.67%
4 Industrials 5.65%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$286K 0.02%
3,089
377
$283K 0.02%
10,000
378
$279K 0.02%
1,373
379
$276K 0.02%
2,495
380
$274K 0.02%
2,000
381
$273K 0.02%
3,864
-330
382
$272K 0.02%
+3,430
383
$265K 0.02%
13,505
384
$264K 0.02%
3,132
-240
385
$259K 0.02%
10,500
386
$258K 0.02%
3,899
-130
387
$258K 0.02%
3,635
388
$256K 0.02%
7,917
-279
389
$255K 0.02%
7,825
+1,000
390
$254K 0.02%
2,097
391
$252K 0.02%
6,032
+900
392
$251K 0.02%
1,639
393
$248K 0.02%
1,336
-206
394
$247K 0.02%
2,818
395
$246K 0.02%
2,306
+100
396
$243K 0.02%
8,900
+1,500
397
$242K 0.02%
4,000
398
$239K 0.02%
1,470
399
$238K 0.02%
2,545
400
$238K 0.02%
6,605
-39
14 15
16
17 18