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
101
$3.71M 0.28%
18,447
-1,025
102
$3.69M 0.27%
69,623
-11,691
103
$3.66M 0.27%
60,083
-570
104
$3.56M 0.27%
60,507
+1,277
105
$3.47M 0.26%
120,465
+1,299
106
$3.46M 0.26%
69,184
+22,101
107
$3.33M 0.25%
12,201
-100
108
$3.32M 0.25%
43,797
-1,384
109
$3.29M 0.25%
10,290
-182
110
$3.27M 0.24%
17,948
+3,829
111
$3.22M 0.24%
15,502
-83
112
$3.21M 0.24%
36,384
-200
113
$3.17M 0.24%
57,200
+400
114
$3.08M 0.23%
13,033
+1,617
115
$3.08M 0.23%
12,828
-678
116
$3.04M 0.23%
20,188
+3,039
117
$2.74M 0.2%
14,275
-744
118
$2.72M 0.2%
21,065
+4
119
$2.72M 0.2%
19,800
+670
120
$2.69M 0.2%
95,725
+69,723
121
$2.67M 0.2%
78,165
-8,825
122
$2.66M 0.2%
10,211
+500
123
$2.62M 0.2%
35,296
+7,743
124
$2.58M 0.19%
9,541
-112
125
$2.58M 0.19%
11,773
+40
3 4
5
6 7