LIM

Leavell Investment Management Portfolio holdings

AUM $2.44B
1-Year Est. Return 23.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4B
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.54M
3
+$2.99M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$2.16M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.11M

Top Sells

1
+$9.03M
2
+$7.84M
3
+$7.06M
4
METV icon
Roundhill Ball Metaverse ETF
METV
+$3M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.79M

Sector Composition

1 Technology 15.38%
2 Financials 7.94%
3 Industrials 4.71%
4 Healthcare 3.8%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
401
HDFC Bank
HDB
$124B
$515K 0.02%
14,082
+3,420
IYW icon
402
iShares US Technology ETF
IYW
$25.6B
$514K 0.02%
2,576
-18
XLI icon
403
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$512K 0.02%
3,299
+505
ANET icon
404
Arista Networks
ANET
$209B
$510K 0.02%
3,892
+115
GENI icon
405
Genius Sports
GENI
$1.68B
$508K 0.02%
46,083
+10,925
RMD icon
406
ResMed
RMD
$27.7B
$507K 0.02%
2,103
TGT icon
407
Target
TGT
$56.7B
$503K 0.02%
5,143
-461
GOVT icon
408
iShares US Treasury Bond ETF
GOVT
$41.6B
$502K 0.02%
21,805
-2,800
MOO icon
409
VanEck Agribusiness ETF
MOO
$947M
$500K 0.02%
6,868
+20
VIK icon
410
Viking Holdings
VIK
$39.9B
$500K 0.02%
7,000
CMCSA icon
411
Comcast
CMCSA
$83.2B
$498K 0.02%
16,671
-812
AVUV icon
412
Avantis US Small Cap Value ETF
AVUV
$27.3B
$498K 0.02%
4,884
-415
SMLF icon
413
iShares US Small Cap Equity Factor ETF
SMLF
$3.88B
$493K 0.02%
6,587
+1,500
SPSB icon
414
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$490K 0.02%
16,230
+4,600
DRI icon
415
Darden Restaurants
DRI
$22.1B
$483K 0.02%
2,623
XMMO icon
416
Invesco S&P MidCap Momentum ETF
XMMO
$7.61B
$480K 0.02%
3,464
+946
MCK icon
417
McKesson
MCK
$90.4B
$477K 0.02%
581
-85
BA icon
418
Boeing
BA
$171B
$475K 0.02%
2,187
+280
VIST icon
419
Vista Energy
VIST
$8.49B
$473K 0.02%
9,730
+1,050
ALL icon
420
Allstate
ALL
$54.1B
$470K 0.02%
2,247
+1
MT icon
421
ArcelorMittal
MT
$54.9B
$469K 0.02%
+10,297
AMTM
422
Amentum Holdings
AMTM
$5.69B
$468K 0.02%
16,137
IYY icon
423
iShares Dow Jones US ETF
IYY
$3.01B
$467K 0.02%
2,818
OXY icon
424
Occidental Petroleum
OXY
$58B
$467K 0.02%
11,289
-5
SR icon
425
Spire
SR
$4.78B
$461K 0.02%
+5,510
15 16
17
18 19