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
76
$5.06M 0.38%
12,581
+35
77
$4.99M 0.37%
109,470
-1,500
78
$4.92M 0.37%
8,617
+83
79
$4.84M 0.36%
25,051
-400
80
$4.71M 0.35%
109,523
+3,284
81
$4.56M 0.34%
12,773
-550
82
$4.56M 0.34%
77,730
-1,137
83
$4.5M 0.34%
13,395
+1,308
84
$4.49M 0.33%
46,020
-234
85
$4.46M 0.33%
47,392
-190
86
$4.38M 0.33%
43,175
-5,028
87
$4.28M 0.32%
14,764
-1,341
88
$4.21M 0.31%
78,964
+5,275
89
$4.2M 0.31%
75,133
-8,017
90
$4.18M 0.31%
18,825
+1,404
91
$4.13M 0.31%
238,890
+7,770
92
$4.12M 0.31%
164,652
+5,668
93
$3.99M 0.3%
11,474
+105
94
$3.97M 0.3%
34,612
-6,400
95
$3.92M 0.29%
130,386
-1,500
96
$3.91M 0.29%
88,397
97
$3.89M 0.29%
35,591
-53
98
$3.86M 0.29%
70,847
+640
99
$3.85M 0.29%
23,386
-215
100
$3.84M 0.29%
71,052
+4,014
2 3
4
5 6