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
501
$243K 0.01%
1,066
-41
502
$242K 0.01%
11,731
503
$242K 0.01%
2,196
504
$240K 0.01%
3,330
+865
505
$236K 0.01%
+2,610
506
$236K 0.01%
3,357
-250
507
$235K 0.01%
6,832
-32
508
$230K 0.01%
9,415
-1,500
509
$229K 0.01%
1,395
510
$227K 0.01%
2,693
511
$225K 0.01%
+1,715
512
$224K 0.01%
+115
513
$223K 0.01%
2,430
514
$223K 0.01%
+3,228
515
$222K 0.01%
2,158
+320
516
$222K 0.01%
+1,699
517
$222K 0.01%
11,321
+298
518
$220K 0.01%
+7,374
519
$220K 0.01%
4,880
-1,295
520
$216K 0.01%
+21,625
521
$215K 0.01%
+5,036
522
$215K 0.01%
2,560
-93
523
$214K 0.01%
2,572
524
$214K 0.01%
262
+42
525
$213K 0.01%
8,100
-2,042
19 20
21
22 23