LIM
Leavell Investment Management Portfolio holdings
AUM
$2.4B
1-Year Est. Return
20.91%
This Fund
S&P 500
1 Year Est. Return
+20.91%
AUM
$2.4B
AUM Growth
+$31.5M
(+1.3%)
Holding
612
Top Buys
| 1 | +$7.57M | |
| 2 | +$5.54M | |
| 3 | +$2.99M | |
| 4 |
Amplify Blockchain Technology ETF
BLOK
|
+$2.16M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.11M |
Top Sells
| 1 | +$9.03M | |
| 2 | +$7.84M | |
| 3 | +$7.06M | |
| 4 |
Roundhill Ball Metaverse ETF
METV
|
+$3M |
| 5 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$2.79M |
Sector Composition
| 1 | Technology | 15.38% |
| 2 | Financials | 7.94% |
| 3 | Industrials | 4.71% |
| 4 | Healthcare | 3.8% |
| 5 | Consumer Discretionary | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.42B
| – | – |
-2,422
|
|
||
602
LivePerson
LPSN
$37.5M
| – | – |
-4,890
|
|
||
603
PIMCO Dynamic Income Fund
PDI
$7.44B
| – | – |
-10,800
|
|
||
604
NuScale Power
SMR
$3.72B
| – | – |
-15,024
|
|
||
605
SSR Mining
SSRM
$6.21B
| – | – |
-8,500
|
|
||
606
T. Rowe Price
TROW
$19.7B
| – | – |
-2,036
|
|
||
607
Unilever
UL
$146B
| – | – |
-9,503
|
|
||
608
Verisk Analytics
VRSK
$29.6B
| – | – |
-871
|
|
||
609
Williams-Sonoma
WSM
$22.3B
| – | – |
-1,066
|
|
||
610
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
| – | – |
-1,804
|
|
||
|
ETHA
611
iShares Ethereum Trust ETF
ETHA
$1.14B
| – | – |
-17,100
|
|
||
|
ME
612
DELISTED
23andMe Holding Co
ME
| – | – |
-10,000
|
|