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
526
$203K 0.01%
+2,000
527
$202K 0.01%
+4,530
528
$201K 0.01%
+6,798
529
$200K 0.01%
+3,020
530
$176K 0.01%
15,505
-136
531
$173K 0.01%
+11,023
532
$94K ﹤0.01%
4,897
533
$78.1K ﹤0.01%
+16,900
534
$65.7K ﹤0.01%
10,000
535
$41.1K ﹤0.01%
41,968
536
$6.82K ﹤0.01%
59,000
-1,000
537
– –
-859
538
– –
-53,068
539
– –
-756
540
– –
-21,844
541
– –
-3,525
542
– –
-6,633
543
– –
-11,702
544
– –
-1,414
545
– –
-5,314
546
– –
-1,014
547
– –
-7,167
548
– –
-15,333
549
– –
-7,357
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