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
$1.26B
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.92M
3
+$2.49M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.14M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.09M

Top Sells

1
+$3.39M
2
+$2.97M
3
+$1.39M
4
TFC icon
Truist Financial
TFC
+$1.34M
5
GL icon
Globe Life
GL
+$1.09M

Sector Composition

1 Technology 9.75%
2 Financials 9.48%
3 Healthcare 6.67%
4 Industrials 5.65%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.46M 0.27%
57,200
102
$3.44M 0.27%
21,083
+765
103
$3.41M 0.27%
66,597
+5,817
104
$3.39M 0.27%
11,908
-38
105
$3.38M 0.27%
35,360
+1,260
106
$3.35M 0.27%
88,417
-54
107
$3.21M 0.25%
35,884
108
$3.19M 0.25%
18,736
+537
109
$3.18M 0.25%
19,189
+2,033
110
$3.12M 0.25%
147,099
-65,427
111
$3.09M 0.25%
35,458
+2,713
112
$2.95M 0.23%
73,842
-36
113
$2.95M 0.23%
13,795
-548
114
$2.93M 0.23%
13,157
+505
115
$2.92M 0.23%
+128,309
116
$2.92M 0.23%
13,757
+535
117
$2.89M 0.23%
35,827
+3,745
118
$2.81M 0.22%
137,868
+5,944
119
$2.79M 0.22%
147,438
-488
120
$2.76M 0.22%
15,191
-11
121
$2.76M 0.22%
30,574
122
$2.74M 0.22%
12,163
-50
123
$2.67M 0.21%
18,610
+1,478
124
$2.67M 0.21%
70,206
+1,591
125
$2.64M 0.21%
119,971
3 4
5
6 7