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
$1.4B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$5.24M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.46M
5
BN icon
Brookfield
BN
+$1.86M

Top Sells

1
+$3.07M
2
+$2.16M
3
+$2.07M
4
AAPL icon
Apple
AAPL
+$2M
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.32M

Sector Composition

1 Technology 11.01%
2 Financials 8.6%
3 Healthcare 6.12%
4 Industrials 5.78%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$327K 0.02%
2,495
377
$327K 0.02%
8,604
+1,755
378
$325K 0.02%
3,913
-390
379
$324K 0.02%
3,107
-25
380
$324K 0.02%
3,557
-70
381
$323K 0.02%
9,236
382
$321K 0.02%
17,312
-500
383
$320K 0.02%
12,511
-1,329
384
$315K 0.02%
4,259
+255
385
$313K 0.02%
5,837
+500
386
$305K 0.02%
11,176
-4,265
387
$300K 0.02%
2,151
388
$298K 0.02%
3,864
389
$297K 0.02%
+112
390
$295K 0.02%
8,537
391
$295K 0.02%
2,678
+460
392
$294K 0.02%
7,825
393
$291K 0.02%
11,840
+1,815
394
$288K 0.02%
2,545
395
$286K 0.02%
4,000
396
$285K 0.02%
9,570
-5
397
$282K 0.02%
2,818
398
$275K 0.02%
1,470
399
$274K 0.02%
11,005
400
$274K 0.02%
+6,325
14 15
16
17 18