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
501
$231K 0.01%
+1,609
502
$227K 0.01%
1,684
503
$224K 0.01%
2,157
504
$224K 0.01%
3,049
-165
505
$222K 0.01%
+685
506
$221K 0.01%
3,130
507
$220K 0.01%
212
-22
508
$219K 0.01%
2,555
509
$218K 0.01%
+1,700
510
$217K 0.01%
+6,001
511
$215K 0.01%
4,716
+1
512
$215K 0.01%
+407
513
$215K 0.01%
+2,000
514
$214K 0.01%
+8,403
515
$214K 0.01%
+1,382
516
$213K 0.01%
+2,322
517
$213K 0.01%
1,695
518
$213K 0.01%
+3,362
519
$211K 0.01%
+5,487
520
$211K 0.01%
+1,913
521
$207K 0.01%
772
-350
522
$206K 0.01%
4,123
-319
523
$203K 0.01%
+1,450
524
$203K 0.01%
+1,466
525
$203K 0.01%
16,987
+1,774
18 19 20
21
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