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
$1.43B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.97M
3
+$2.76M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.92M

Top Sells

1
+$7.01M
2
+$3.07M
3
+$2.24M
4
NVDA icon
NVIDIA
NVDA
+$2.22M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.33M

Sector Composition

1 Technology 12.4%
2 Financials 8.84%
3 Healthcare 5.71%
4 Industrials 5.44%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$200K 0.01%
+2,337
452
$175K 0.01%
3,000
453
$142K 0.01%
15,505
454
– –
-1,742
455
– –
-3,127
456
– –
-2,735
457
– –
-1,217
458
– –
-11,461
459
– –
-5,687
460
– –
-11,900
461
– –
-3,472
462
– –
-6,839
463
– –
-2,150
464
– –
-8,745
465
– –
-5,132
466
– –
-7,537
467
– –
-4,860
468
– –
-2,393
469
– –
-979
470
– –
-112,540
471
– –
-2,495
15 16 17 18
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