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
$2.4B
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.54M
3
+$2.99M
4
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$2.16M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.11M

Top Sells

1
+$9.03M
2
+$7.84M
3
+$7.06M
4
METV icon
Roundhill Ball Metaverse ETF
METV
+$3M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.79M

Sector Composition

1 Technology 15.38%
2 Financials 7.94%
3 Industrials 4.71%
4 Healthcare 3.8%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
26
Schwab US Large- Cap ETF
SCHX
$62.9B
$18M 0.75%
670,671
-20,185
ABBV icon
27
AbbVie
ABBV
$407B
$17.4M 0.72%
76,215
PHYS icon
28
Sprott Physical Gold
PHYS
$18.8B
$17.1M 0.71%
517,311
+239,175
SO icon
29
Southern Company
SO
$109B
$16.2M 0.67%
185,419
-2,867
SGOV icon
30
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.9B
$16M 0.66%
159,207
+21,017
HD icon
31
Home Depot
HD
$356B
$15.2M 0.63%
44,266
-623
V icon
32
Visa
V
$610B
$14.7M 0.61%
41,817
-2,232
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$570B
$14.1M 0.59%
42,202
-263
IEI icon
34
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$13.9M 0.58%
116,582
-20,645
SCHB icon
35
Schwab US Broad Market ETF
SCHB
$37.8B
$13.5M 0.56%
513,185
+186
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$13.2M 0.55%
246,180
+8,634
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.61T
$13M 0.54%
41,408
+601
MAA icon
38
Mid-America Apartment Communities
MAA
$15.5B
$12.8M 0.53%
92,263
-6,358
VIG icon
39
Vanguard Dividend Appreciation ETF
VIG
$102B
$12.6M 0.53%
57,515
-521
BSV icon
40
Vanguard Short-Term Bond ETF
BSV
$43.3B
$12.6M 0.52%
159,778
+6,784
VT icon
41
Vanguard Total World Stock ETF
VT
$61.7B
$12.4M 0.52%
88,053
+7,135
PSLV icon
42
Sprott Physical Silver Trust
PSLV
$17.4B
$12.4M 0.52%
524,804
+302,338
MCD icon
43
McDonald's
MCD
$234B
$11.9M 0.5%
38,992
+437
VGT icon
44
Vanguard Information Technology ETF
VGT
$108B
$11.4M 0.47%
15,117
-339
IVV icon
45
iShares Core S&P 500 ETF
IVV
$735B
$11.2M 0.47%
16,342
-5
VMC icon
46
Vulcan Materials
VMC
$35.9B
$11.2M 0.47%
39,229
-8,455
QQQ icon
47
Invesco QQQ Trust
QQQ
$393B
$11.2M 0.46%
18,162
-87
PLTR icon
48
Palantir
PLTR
$376B
$11.1M 0.46%
62,324
-2,247
VOE icon
49
Vanguard Mid-Cap Value ETF
VOE
$21.4B
$10.9M 0.46%
61,710
-59
JUST icon
50
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$505M
$10.9M 0.45%
112,765
-1,100
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