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
$1.4B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$5.24M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.46M
5
BN icon
Brookfield
BN
+$1.86M

Top Sells

1
+$3.07M
2
+$2.16M
3
+$2.07M
4
AAPL icon
Apple
AAPL
+$2M
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.32M

Sector Composition

1 Technology 11.01%
2 Financials 8.6%
3 Healthcare 6.12%
4 Industrials 5.78%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$264K 0.02%
9,300
+900
402
$259K 0.02%
+2,308
403
$256K 0.02%
+9,460
404
$253K 0.02%
5,693
405
$253K 0.02%
3,300
406
$252K 0.02%
3,298
-920
407
$252K 0.02%
+7,704
408
$251K 0.02%
2,393
409
$251K 0.02%
2,025
+35
410
$251K 0.02%
7,506
411
$250K 0.02%
4,846
+713
412
$250K 0.02%
5,457
413
$249K 0.02%
812
414
$245K 0.02%
854
+59
415
$245K 0.02%
192
416
$244K 0.02%
1,079
-26
417
$244K 0.02%
3,167
418
$243K 0.02%
10,500
419
$242K 0.02%
7,539
420
$242K 0.02%
2,985
-180
421
$241K 0.02%
+2,498
422
$241K 0.02%
1,742
-68
423
$236K 0.02%
+6,551
424
$233K 0.02%
+18,000
425
$229K 0.02%
1,017
15 16
17
18 19