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
$1.26B
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.92M
3
+$2.49M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.14M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.09M

Top Sells

1
+$3.39M
2
+$2.97M
3
+$1.39M
4
TFC icon
Truist Financial
TFC
+$1.34M
5
GL icon
Globe Life
GL
+$1.09M

Sector Composition

1 Technology 9.75%
2 Financials 9.48%
3 Healthcare 6.67%
4 Industrials 5.65%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.52M 0.6%
300,420
-118,698
52
$7.08M 0.56%
56,102
+349
53
$7.07M 0.56%
43,254
-24
54
$6.46M 0.51%
149,439
+630
55
$6.38M 0.51%
287,850
-980
56
$6.21M 0.49%
83,620
-1,198
57
$6.21M 0.49%
318,240
-6,777
58
$6.18M 0.49%
38,585
-240
59
$6.18M 0.49%
109,920
-121
60
$6.17M 0.49%
17,202
-1,000
61
$5.95M 0.47%
163,127
+17,402
62
$5.85M 0.46%
82,364
-200
63
$5.72M 0.45%
20,775
-50
64
$5.67M 0.45%
110,870
-2,070
65
$5.63M 0.45%
217,152
+43,856
66
$5.57M 0.44%
29,647
+250
67
$5.57M 0.44%
43,732
+239
68
$5.5M 0.44%
35,507
+6
69
$5.41M 0.43%
61,914
+20
70
$5.39M 0.43%
113,390
+3,470
71
$5.37M 0.43%
117,319
-1,945
72
$5.36M 0.43%
56,848
-700
73
$5.3M 0.42%
85,530
+726
74
$5.16M 0.41%
163,661
-32,937
75
$5.12M 0.41%
61,417
1 2
3
4 5