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
$1.31B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.14M
3
+$3.42M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$2.18M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.04M

Top Sells

1
+$892K
2
+$836K
3
+$543K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$543K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$528K

Sector Composition

1 Technology 10.23%
2 Financials 9.55%
3 Healthcare 7.11%
4 Industrials 5.72%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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448
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