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
$1.5B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$3.68M
3
+$3.5M
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$3.28M
5
PDO
PIMCO Dynamic Income Opportunities Fund
PDO
+$3.2M

Top Sells

1
+$8.28M
2
+$6.45M
3
+$6M
4
NVDA icon
NVIDIA
NVDA
+$3.83M
5
AAPL icon
Apple
AAPL
+$2.72M

Sector Composition

1 Technology 12.88%
2 Financials 10.13%
3 Healthcare 6.86%
4 Industrials 5.8%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$250K 0.02%
+7,258
402
$249K 0.02%
3,472
-111
403
$245K 0.02%
812
404
$244K 0.02%
4,135
405
$239K 0.02%
2,082
406
$239K 0.02%
+2,200
407
$237K 0.02%
192
408
$232K 0.02%
+6,364
409
$230K 0.02%
5,840
410
$230K 0.02%
3,953
-1,200
411
$229K 0.02%
2,950
-800
412
$228K 0.02%
2,150
413
$228K 0.02%
+3,167
414
$227K 0.02%
2,612
-47
415
$219K 0.01%
+7,479
416
$219K 0.01%
6,407
417
$217K 0.01%
+795
418
$216K 0.01%
+678
419
$215K 0.01%
978
-250
420
$214K 0.01%
2,935
421
$214K 0.01%
5,687
422
$211K 0.01%
+3,435
423
$211K 0.01%
1,920
424
$210K 0.01%
+8,175
425
$172K 0.01%
+94,262
14 15 16
17
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