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
$1.34B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.46M
3
+$3.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.88M

Top Sells

1
+$7.08M
2
+$1.44M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.26M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Technology 12.12%
2 Financials 10.68%
3 Healthcare 6.99%
4 Industrials 6.27%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.81M 0.58%
55,847
-2,690
52
$7.6M 0.57%
77,188
+15,403
53
$7.42M 0.55%
117,265
+10,186
54
$7.37M 0.55%
33,576
+460
55
$7.24M 0.54%
155,862
+732
56
$7.21M 0.54%
70,762
+25,174
57
$7.13M 0.53%
44,172
-49
58
$7.11M 0.53%
113,860
+270
59
$6.88M 0.51%
17,385
+975
60
$6.86M 0.51%
35,688
+1,270
61
$6.66M 0.5%
44,428
-559
62
$6.58M 0.49%
292,551
+24,984
63
$6.45M 0.48%
260,655
-14,765
64
$6.35M 0.47%
77,107
+13,516
65
$6.13M 0.46%
232,960
+50,683
66
$6.07M 0.45%
69,525
+3,570
67
$6.01M 0.45%
29,634
+644
68
$5.95M 0.44%
39,827
-1,000
69
$5.88M 0.44%
77,727
+1,553
70
$5.59M 0.42%
41,800
+2,460
71
$5.57M 0.42%
106,926
+1,400
72
$5.54M 0.41%
181,726
+9,450
73
$5.35M 0.4%
45,316
+6,560
74
$5.29M 0.39%
140,725
+540
75
$5.25M 0.39%
244,317
+283
1 2
3
4 5