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
$1.26B
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.92M
3
+$2.49M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.14M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.09M

Top Sells

1
+$3.39M
2
+$2.97M
3
+$1.39M
4
TFC icon
Truist Financial
TFC
+$1.34M
5
GL icon
Globe Life
GL
+$1.09M

Sector Composition

1 Technology 9.75%
2 Financials 9.48%
3 Healthcare 6.67%
4 Industrials 5.65%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$234K 0.02%
1,361
402
$234K 0.02%
9,236
403
$231K 0.02%
1,067
404
$227K 0.02%
7,673
-288
405
$225K 0.02%
+4,956
406
$224K 0.02%
+407
407
$224K 0.02%
9,205
-2,000
408
$222K 0.02%
7,506
409
$220K 0.02%
1,810
410
$219K 0.02%
+2,631
411
$218K 0.02%
3,552
412
$215K 0.02%
+1,700
413
$211K 0.02%
3,167
414
$211K 0.02%
7,579
+100
415
$210K 0.02%
5,693
416
$210K 0.02%
4,800
-600
417
$209K 0.02%
+2,393
418
$208K 0.02%
192
419
$208K 0.02%
1,017
-50
420
$208K 0.02%
+4,333
421
$206K 0.02%
3,521
+49
422
$205K 0.02%
+812
423
$204K 0.02%
+1,940
424
$197K 0.02%
20,500
425
$186K 0.01%
12,011
+128
14 15 16
17
18