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
$2.01B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.39M
3
+$3.82M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.85M
5
HD icon
Home Depot
HD
+$2.23M

Top Sells

1
+$2.46M
2
+$2.22M
3
+$2.08M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.15M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$887K

Sector Composition

1 Technology 14.96%
2 Financials 8.65%
3 Healthcare 5.18%
4 Industrials 5.1%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$503K 0.03%
6,103
+4
377
$502K 0.03%
1,500
378
$499K 0.02%
10,225
-315
379
$499K 0.02%
4,050
380
$498K 0.02%
1,818
-22
381
$497K 0.02%
10,516
-504
382
$494K 0.02%
4,845
+50
383
$493K 0.02%
1,942
-142
384
$491K 0.02%
2,573
+45
385
$489K 0.02%
11,087
+88
386
$488K 0.02%
15,770
+460
387
$483K 0.02%
1,122
388
$471K 0.02%
10,000
389
$470K 0.02%
11,236
-500
390
$466K 0.02%
4,200
391
$466K 0.02%
9,186
-2,308
392
$466K 0.02%
4,271
+54
393
$464K 0.02%
2,583
+72
394
$463K 0.02%
3,000
395
$463K 0.02%
10,264
396
$463K 0.02%
5,105
-70
397
$461K 0.02%
5,513
-579
398
$461K 0.02%
11,609
-14
399
$454K 0.02%
7,800
-475
400
$452K 0.02%
2,443
14 15
16
17 18