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
$1.43B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.97M
3
+$2.76M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.92M

Top Sells

1
+$7.01M
2
+$3.07M
3
+$2.24M
4
NVDA icon
NVIDIA
NVDA
+$2.22M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.33M

Sector Composition

1 Technology 12.4%
2 Financials 8.84%
3 Healthcare 5.71%
4 Industrials 5.44%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$358K 0.03%
+6,291
377
$351K 0.02%
1,677
+43
378
$347K 0.02%
3,000
-1,032
379
$345K 0.02%
11,314
380
$344K 0.02%
9,650
-1,700
381
$343K 0.02%
12,702
-300
382
$335K 0.02%
3,192
383
$332K 0.02%
5,000
384
$328K 0.02%
2,105
-57
385
$321K 0.02%
778
386
$317K 0.02%
4,795
+1,000
387
$298K 0.02%
9,236
388
$296K 0.02%
5,357
-100
389
$296K 0.02%
2,818
390
$294K 0.02%
2,396
+4
391
$293K 0.02%
3,913
392
$289K 0.02%
3,202
+261
393
$288K 0.02%
11,176
394
$286K 0.02%
194
+2
395
$284K 0.02%
11,840
396
$284K 0.02%
3,109
+7
397
$283K 0.02%
874
-1,100
398
$282K 0.02%
7,401
-2,949
399
$280K 0.02%
10,000
400
$279K 0.02%
+3,500
14 15
16
17 18