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
$2.02B
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.81M
4
VPLS icon
Vanguard Core Plus Bond ETF
VPLS
+$1.76M
5
IAU icon
iShares Gold Trust
IAU
+$1.75M

Top Sells

1
+$2.72M
2
+$1.87M
3
+$1.35M
4
ADBE icon
Adobe
ADBE
+$1.16M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 13.5%
2 Financials 9.24%
3 Industrials 4.72%
4 Healthcare 4.63%
5 Consumer Discretionary 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$271K 0.01%
+8,170
477
$271K 0.01%
2,952
+52
478
$270K 0.01%
1,747
+281
479
$270K 0.01%
8,578
+912
480
$268K 0.01%
5,095
+45
481
$266K 0.01%
3,348
+1,800
482
$264K 0.01%
7,053
+16
483
$260K 0.01%
1,700
484
$259K 0.01%
5,865
-290
485
$255K 0.01%
9,729
+510
486
$255K 0.01%
+7,848
487
$255K 0.01%
1,207
-61
488
$254K 0.01%
+24,790
489
$252K 0.01%
2,446
-38
490
$252K 0.01%
6,118
491
$252K 0.01%
3,473
492
$251K 0.01%
+10,579
493
$250K 0.01%
3,125
+125
494
$248K 0.01%
+1,958
495
$248K 0.01%
1,450
496
$247K 0.01%
2,150
497
$247K 0.01%
7,500
498
$246K 0.01%
+6,185
499
$245K 0.01%
+3,829
500
$244K 0.01%
1,000
-500
18 19
20
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