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
$1.4B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$5.24M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.46M
5
BN icon
Brookfield
BN
+$1.86M

Top Sells

1
+$3.07M
2
+$2.16M
3
+$2.07M
4
AAPL icon
Apple
AAPL
+$2M
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.32M

Sector Composition

1 Technology 11.01%
2 Financials 8.6%
3 Healthcare 6.12%
4 Industrials 5.78%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.27M 0.52%
17,675
+279
52
$7.23M 0.52%
193,544
+4,828
53
$7.03M 0.5%
142,446
-3,708
54
$6.78M 0.48%
17,597
-2,500
55
$6.69M 0.48%
103,748
-4,148
56
$6.67M 0.48%
60,824
-1,156
57
$6.58M 0.47%
66,265
-8,663
58
$6.47M 0.46%
84,886
+6,817
59
$6.45M 0.46%
41,607
-1,021
60
$6.32M 0.45%
289,182
-24,783
61
$6.31M 0.45%
+53,659
62
$6.21M 0.44%
112,563
-2,708
63
$6.18M 0.44%
113,890
64
$6.15M 0.44%
104,845
-5,325
65
$5.89M 0.42%
47,858
-10,309
66
$5.86M 0.42%
31,507
-4,000
67
$5.74M 0.41%
35,185
-2,300
68
$5.64M 0.4%
102,692
+200
69
$5.55M 0.4%
74,764
-6,900
70
$5.5M 0.39%
224,283
+19,054
71
$5.4M 0.39%
71,825
-2,864
72
$5.37M 0.38%
12,960
+570
73
$5.32M 0.38%
51,524
-10,561
74
$5.2M 0.37%
107,560
-4,676
75
$5.09M 0.36%
50,795
-5,659
1 2
3
4 5