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
$2.02B
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.81M
4
VPLS icon
Vanguard Core Plus Bond ETF
VPLS
+$1.76M
5
IAU icon
iShares Gold Trust
IAU
+$1.75M

Top Sells

1
+$2.72M
2
+$1.87M
3
+$1.35M
4
ADBE icon
Adobe
ADBE
+$1.16M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 13.5%
2 Financials 9.24%
3 Industrials 4.72%
4 Healthcare 4.63%
5 Consumer Discretionary 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$388K 0.02%
1,863
+26
427
$387K 0.02%
4,050
+60
428
$384K 0.02%
1,139
-987
429
$384K 0.02%
2,818
430
$381K 0.02%
1,844
+60
431
$381K 0.02%
560
+23
432
$377K 0.02%
2,208
-292
433
$372K 0.02%
5,870
-57
434
$371K 0.02%
5,272
+1,304
435
$368K 0.02%
1,292
+163
436
$366K 0.02%
387
-24
437
$366K 0.02%
3,167
-201
438
$363K 0.02%
13,495
-245
439
$361K 0.02%
2,785
440
$360K 0.02%
2,994
-183
441
$359K 0.02%
2,556
-45
442
$358K 0.02%
7,173
-141
443
$356K 0.02%
10,236
444
$356K 0.02%
4,310
+1,750
445
$356K 0.02%
6,000
446
$348K 0.02%
3,976
447
$346K 0.02%
13,818
+165
448
$345K 0.02%
1,700
449
$341K 0.02%
2,297
450
$340K 0.02%
+10,000
16 17
18
19 20