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
76
$4.99M 0.36%
24,936
-4,536
77
$4.83M 0.34%
196,899
-2,863
78
$4.72M 0.34%
48,978
+243
79
$4.7M 0.34%
93,043
+36,692
80
$4.64M 0.33%
247,446
+97
81
$4.62M 0.33%
186,126
+72,962
82
$4.6M 0.33%
42,924
-3,015
83
$4.6M 0.33%
45,359
+6,509
84
$4.58M 0.33%
179,194
+494
85
$4.49M 0.32%
14,551
-32
86
$4.34M 0.31%
69,461
-4,128
87
$4.32M 0.31%
22,549
-1,021
88
$4.24M 0.3%
103,980
-1,880
89
$4.24M 0.3%
10,994
-240
90
$4.2M 0.3%
41,757
+12,586
91
$4.15M 0.3%
11,428
+50
92
$4.14M 0.3%
20,269
-473
93
$4.08M 0.29%
28,205
-21,217
94
$4.02M 0.29%
12,973
95
$4M 0.29%
62,923
-300
96
$3.89M 0.28%
17,372
97
$3.85M 0.27%
169,490
-22,625
98
$3.84M 0.27%
39,738
+92
99
$3.84M 0.27%
6,657
-446
100
$3.83M 0.27%
240,114
+1,455
2 3
4
5 6