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
526
$213K 0.01%
+2,844
527
$212K 0.01%
6,798
528
$211K 0.01%
+11,614
529
$210K 0.01%
2,854
-110
530
$210K 0.01%
+4,048
531
$209K 0.01%
+408
532
$209K 0.01%
262
+30
533
$208K 0.01%
+2,875
534
$208K 0.01%
+2,061
535
$208K 0.01%
+1,975
536
$207K 0.01%
+3,455
537
$207K 0.01%
1,695
538
$207K 0.01%
2,824
539
$205K 0.01%
1,007
540
$205K 0.01%
2,231
+231
541
$204K 0.01%
1,742
542
$203K 0.01%
2,953
543
$202K 0.01%
3,131
+1
544
$201K 0.01%
+1,684
545
$170K 0.01%
+13,468
546
$149K 0.01%
15,383
-122
547
$102K 0.01%
17,107
+2,107
548
$96.4K ﹤0.01%
42,107
+500
549
$90.6K ﹤0.01%
+20,000
550
$71.8K ﹤0.01%
18,500
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