LIM

Leavell Investment Management Portfolio holdings

AUM $2.4B
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.65M
3
+$2.6M
4
MBB icon
iShares MBS ETF
MBB
+$2.59M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$9.12M
2
+$1.68M
3
+$1.36M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.27M
5
CL icon
Colgate-Palmolive
CL
+$1.24M

Sector Composition

1 Technology 15.79%
2 Financials 8.21%
3 Healthcare 5.13%
4 Industrials 4.94%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$377K 0.02%
+5,590
402
$375K 0.02%
2,480
-100
403
$374K 0.02%
2,511
+116
404
$374K 0.02%
1,414
+372
405
$374K 0.02%
3,151
-134
406
$373K 0.02%
4,200
407
$373K 0.02%
2,818
408
$369K 0.02%
+3,502
409
$364K 0.02%
14,655
410
$363K 0.02%
5,122
411
$357K 0.02%
2,296
+40
412
$356K 0.02%
2,528
+303
413
$356K 0.02%
5,000
414
$348K 0.02%
2,765
+616
415
$347K 0.02%
441
+163
416
$346K 0.02%
3,000
417
$342K 0.02%
14,040
-2,000
418
$339K 0.02%
793
-19
419
$338K 0.02%
4,728
+14
420
$337K 0.02%
6,633
421
$334K 0.02%
2,898
-400
422
$331K 0.02%
6,164
+91
423
$330K 0.02%
12,702
424
$324K 0.02%
12,636
-150
425
$322K 0.02%
1,500
15 16
17
18 19