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
476
$274K 0.01%
7,164
+200
477
$274K 0.01%
2,448
-55
478
$271K 0.01%
7,037
+241
479
$271K 0.01%
9,176
+246
480
$269K 0.01%
2,925
+87
481
$268K 0.01%
5,700
-6,950
482
$267K 0.01%
10,915
483
$267K 0.01%
+4,975
484
$265K 0.01%
2,585
+53
485
$261K 0.01%
11,498
-7,279
486
$259K 0.01%
2,150
487
$259K 0.01%
1,742
-467
488
$258K 0.01%
1,268
489
$257K 0.01%
+6,100
490
$255K 0.01%
6,118
491
$254K 0.01%
9,237
-3,399
492
$254K 0.01%
4,840
-143
493
$250K 0.01%
1,084
+24
494
$250K 0.01%
+7,666
495
$244K 0.01%
2,345
+60
496
$244K 0.01%
3,153
+91
497
$237K 0.01%
+10,731
498
$233K 0.01%
+2,196
499
$233K 0.01%
5,132
500
$232K 0.01%
+1,635
18 19
20
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