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
$1.43B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.97M
3
+$2.76M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.92M

Top Sells

1
+$7.01M
2
+$3.07M
3
+$2.24M
4
NVDA icon
NVIDIA
NVDA
+$2.22M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.33M

Sector Composition

1 Technology 12.4%
2 Financials 8.84%
3 Healthcare 5.71%
4 Industrials 5.44%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$279K 0.02%
2,152
+3
402
$277K 0.02%
+6,100
403
$276K 0.02%
2,445
-100
404
$276K 0.02%
17,314
-600
405
$274K 0.02%
+2,256
406
$273K 0.02%
2,667
407
$272K 0.02%
2,586
408
$271K 0.02%
2,562
409
$268K 0.02%
812
410
$267K 0.02%
3,424
+65
411
$266K 0.02%
2,566
412
$264K 0.02%
5,862
+1,240
413
$264K 0.02%
9,195
-210
414
$263K 0.02%
10,164
-756
415
$259K 0.02%
1,017
416
$258K 0.02%
+5,335
417
$257K 0.02%
5,316
-714
418
$251K 0.02%
26,264
-8,200
419
$251K 0.02%
5,693
420
$251K 0.02%
2,985
421
$249K 0.02%
3,439
+289
422
$246K 0.02%
+5,344
423
$244K 0.02%
9,873
424
$244K 0.02%
2,275
425
$242K 0.02%
235,000
15 16
17
18 19