LIM
Leavell Investment Management Portfolio holdings
AUM
$2.44B
1-Year Est. Return
23.15%
This Fund
S&P 500
1 Year Est. Return
+23.15%
AUM
$2.37B
AUM Growth
+$141M
(+6.3%)
Holding
612
Top Buys
| 1 | +$3.25M | |
| 2 | +$3.11M | |
| 3 | +$3.04M | |
| 4 |
Sprott Physical Gold
PHYS
|
+$3.02M |
| 5 |
Vanguard Core Plus Bond ETF
VPLS
|
+$2.02M |
Top Sells
| 1 | +$11.6M | |
| 2 | +$3.23M | |
| 3 | +$2.56M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.53M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.23M |
Sector Composition
| 1 | Technology | 16.11% |
| 2 | Financials | 8.24% |
| 3 | Industrials | 4.84% |
| 4 | Healthcare | 3.6% |
| 5 | Consumer Discretionary | 3.43% |