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
426
$402K 0.02%
6,167
+3
427
$398K 0.02%
2,622
+21
428
$396K 0.02%
5,000
429
$393K 0.02%
2,818
430
$393K 0.02%
16,281
+6,371
431
$389K 0.02%
786
432
$389K 0.02%
3,976
+776
433
$387K 0.02%
+1,929
434
$386K 0.02%
2,915
+150
435
$385K 0.02%
13,940
-5,710
436
$381K 0.02%
4,218
+1,629
437
$375K 0.02%
4,475
-1,166
438
$373K 0.02%
793
439
$370K 0.02%
457
+61
440
$367K 0.02%
7,440
+1,252
441
$364K 0.02%
14,655
442
$357K 0.02%
1,700
+200
443
$356K 0.02%
1,860
444
$355K 0.02%
3,714
+1,240
445
$354K 0.02%
+6,915
446
$343K 0.02%
+5,520
447
$339K 0.02%
2,231
448
$337K 0.02%
2,985
449
$336K 0.02%
731
450
$333K 0.02%
8,852
+2,707
16 17
18
19 20