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
$2.01B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.39M
3
+$3.82M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.85M
5
HD icon
Home Depot
HD
+$2.23M

Top Sells

1
+$2.46M
2
+$2.22M
3
+$2.08M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.15M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$887K

Sector Composition

1 Technology 14.96%
2 Financials 8.65%
3 Healthcare 5.18%
4 Industrials 5.1%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$450K 0.02%
+9,675
402
$446K 0.02%
3,171
403
$441K 0.02%
622
+63
404
$440K 0.02%
3,368
-134
405
$439K 0.02%
5,100
406
$434K 0.02%
3,993
+1,643
407
$433K 0.02%
8,654
+3,899
408
$433K 0.02%
276
409
$432K 0.02%
7,531
+1,800
410
$428K 0.02%
+18,185
411
$427K 0.02%
+12,589
412
$422K 0.02%
4,811
+1,593
413
$422K 0.02%
5,122
414
$418K 0.02%
+9,634
415
$416K 0.02%
3,493
+8
416
$414K 0.02%
2,296
417
$409K 0.02%
431
-10
418
$408K 0.02%
12,702
419
$407K 0.02%
2,480
420
$405K 0.02%
5,032
421
$405K 0.02%
+25,229
422
$403K 0.02%
521
423
$403K 0.02%
+3,431
424
$403K 0.02%
5,166
+438
425
$402K 0.02%
1,111
+218
15 16
17
18 19