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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$293K 0.02%
3,089
377
$293K 0.02%
2,381
+4
378
$289K 0.02%
10,500
379
$287K 0.02%
8,400
-125
380
$286K 0.02%
+2,745
381
$283K 0.02%
+6,961
382
$280K 0.02%
+3,348
383
$277K 0.02%
+6,849
384
$275K 0.02%
1,133
-240
385
$274K 0.02%
10,000
386
$273K 0.02%
2,151
-155
387
$272K 0.02%
9,575
-2,465
388
$272K 0.02%
11,005
+1,800
389
$271K 0.02%
1,810
390
$265K 0.02%
2,393
391
$263K 0.02%
2,818
392
$257K 0.02%
2,545
393
$257K 0.02%
2,000
394
$253K 0.02%
812
395
$253K 0.02%
192
396
$253K 0.02%
1,109
+42
397
$251K 0.02%
7,506
398
$251K 0.02%
1,470
399
$246K 0.02%
4,000
400
$246K 0.02%
2,495
14 15
16
17 18