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
$1.34B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.46M
3
+$3.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.88M

Top Sells

1
+$7.08M
2
+$1.44M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.26M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Technology 12.12%
2 Financials 10.68%
3 Healthcare 6.99%
4 Industrials 6.27%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 0.91%
21,195
-1,307
27
$11.8M 0.88%
72,100
+8,480
28
$11.1M 0.83%
424,342
+37,206
29
$11.1M 0.83%
65,636
-1,192
30
$11M 0.82%
444,843
+117,237
31
$10.7M 0.8%
76,805
+9,256
32
$10.7M 0.79%
50,230
-261
33
$10.5M 0.78%
68,464
-6,430
34
$10.5M 0.78%
403,776
+43,175
35
$10.4M 0.77%
77,740
+6,560
36
$10.2M 0.76%
83,924
+2,120
37
$10.1M 0.75%
69,071
+80
38
$9.85M 0.73%
58,237
-2,012
39
$9.62M 0.72%
22,324
+175
40
$9.49M 0.71%
115,786
+15,876
41
$9.44M 0.7%
27,343
+366
42
$9.37M 0.7%
38,861
+857
43
$9.13M 0.68%
147,402
+368
44
$8.91M 0.66%
342,828
+41,290
45
$8.8M 0.66%
326,545
+127,185
46
$8.63M 0.64%
80,018
+9,679
47
$8.58M 0.64%
338,999
+23,963
48
$8.41M 0.63%
21,537
-410
49
$8.28M 0.62%
323,828
-43,144
50
$8.15M 0.61%
104,445
-147
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