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
101
$3.81M 0.27%
43,756
-3,688
102
$3.81M 0.27%
37,587
-1,697
103
$3.69M 0.26%
18,928
+1,814
104
$3.67M 0.26%
32,330
-570
105
$3.63M 0.26%
71,721
+1,317
106
$3.62M 0.26%
69,151
-3,434
107
$3.57M 0.25%
148,856
+75,551
108
$3.57M 0.25%
19,558
-1,050
109
$3.52M 0.25%
22,184
+1,406
110
$3.46M 0.25%
25,691
+2,040
111
$3.43M 0.24%
33,057
-1,340
112
$3.31M 0.24%
13,273
-195
113
$3.31M 0.24%
34,880
-1,025
114
$3.28M 0.23%
57,200
115
$3.24M 0.23%
30,690
-3,123
116
$3.11M 0.22%
148,226
+862
117
$3.1M 0.22%
12,516
-497
118
$3.09M 0.22%
99,693
-15,600
119
$3.04M 0.22%
50,487
+777
120
$3M 0.21%
142,548
-47,581
121
$3M 0.21%
13,116
+1,552
122
$2.98M 0.21%
28,574
123
$2.96M 0.21%
18,814
-175
124
$2.95M 0.21%
143,291
+1,790
125
$2.94M 0.21%
12,021
-3,181
3 4
5
6 7