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
451
$328K 0.02%
3,369
-56
452
$323K 0.02%
6,241
+200
453
$317K 0.02%
1,395
454
$317K 0.02%
+14,350
455
$316K 0.02%
2,899
+1
456
$310K 0.02%
+14,014
457
$309K 0.02%
27,264
458
$308K 0.02%
2,787
-56
459
$307K 0.02%
3,364
+615
460
$306K 0.02%
3,990
-30
461
$306K 0.02%
3,355
-300
462
$306K 0.02%
5,035
-300
463
$304K 0.02%
878
464
$299K 0.01%
1,129
465
$298K 0.01%
+1,568
466
$297K 0.01%
208
467
$295K 0.01%
4,200
468
$295K 0.01%
27,179
-8
469
$288K 0.01%
+1,872
470
$285K 0.01%
2,170
471
$285K 0.01%
9,047
-675
472
$285K 0.01%
+8,050
473
$284K 0.01%
10,892
-1,345
474
$282K 0.01%
10,000
475
$275K 0.01%
+11,200
17 18
19
20 21