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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$245K 0.02%
3,300
-1,000
402
$244K 0.02%
+10,025
403
$242K 0.02%
3,165
-470
404
$241K 0.02%
1,017
405
$237K 0.02%
+5,687
406
$236K 0.02%
3,167
407
$236K 0.02%
5,693
408
$236K 0.02%
2,218
-716
409
$235K 0.02%
1,317
-44
410
$234K 0.02%
6,032
411
$231K 0.02%
+1,644
412
$230K 0.02%
3,552
413
$229K 0.02%
+2,730
414
$227K 0.02%
+1,990
415
$226K 0.02%
+5,457
416
$225K 0.02%
+1,741
417
$224K 0.02%
+7,539
418
$221K 0.02%
3,472
-49
419
$220K 0.02%
+4,218
420
$219K 0.02%
7,839
+166
421
$218K 0.02%
+4,788
422
$217K 0.02%
1,105
-231
423
$215K 0.02%
+9,485
424
$213K 0.02%
4,133
-200
425
$211K 0.02%
+9,710
15 16
17
18 19