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
$2.01B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.39M
3
+$3.82M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.85M
5
HD icon
Home Depot
HD
+$2.23M

Top Sells

1
+$2.46M
2
+$2.22M
3
+$2.08M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.15M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$887K

Sector Composition

1 Technology 14.96%
2 Financials 8.65%
3 Healthcare 5.18%
4 Industrials 5.1%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.46M 0.47%
107,184
-142
52
$9.37M 0.47%
394,250
-10,494
53
$9.34M 0.47%
19,118
+3,026
54
$9.34M 0.47%
78,023
+1,017
55
$9.28M 0.46%
53,569
+2,726
56
$8.66M 0.43%
84,550
+324
57
$8.43M 0.42%
57,226
-3,246
58
$8.39M 0.42%
175,261
+5,006
59
$8.37M 0.42%
313,936
+8,260
60
$8.22M 0.41%
15,873
+4
61
$8.11M 0.4%
322,947
+25,067
62
$8.01M 0.4%
100,891
+7,417
63
$7.96M 0.4%
79,034
+2,353
64
$7.94M 0.4%
60,440
+2,725
65
$7.75M 0.39%
96,359
-5,510
66
$7.65M 0.38%
65,246
+6,001
67
$7.54M 0.38%
36,499
-289
68
$7.54M 0.38%
71,156
-560
69
$7.13M 0.36%
62,390
-1,835
70
$7.1M 0.35%
281,680
-97,716
71
$6.78M 0.34%
32,659
-518
72
$6.7M 0.33%
279,951
+19,044
73
$6.54M 0.33%
13,248
-38
74
$6.4M 0.32%
39,507
+1,289
75
$6.38M 0.32%
98,504
-639
1 2
3
4 5