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
126
$2.57M 0.19%
7,169
-1,675
127
$2.55M 0.19%
12,007
+152
128
$2.52M 0.19%
35,932
-3,153
129
$2.47M 0.18%
12,590
-27
130
$2.43M 0.18%
14,056
-1,430
131
$2.36M 0.18%
8,850
+300
132
$2.31M 0.17%
39,775
+26,675
133
$2.07M 0.15%
93,745
+8,570
134
$2.07M 0.15%
20,340
+1,485
135
$2.06M 0.15%
95,085
+7,270
136
$2.05M 0.15%
100,542
-10,698
137
$2M 0.15%
33,445
+135
138
$1.99M 0.15%
12,043
-4,833
139
$1.99M 0.15%
8,375
140
$1.95M 0.15%
31,759
+5,300
141
$1.94M 0.14%
57,263
142
$1.92M 0.14%
93,746
-32,810
143
$1.92M 0.14%
31,075
-200
144
$1.9M 0.14%
6,094
+455
145
$1.9M 0.14%
21,995
+1,100
146
$1.89M 0.14%
18,256
+2,651
147
$1.88M 0.14%
3,901
+20
148
$1.88M 0.14%
11,225
-250
149
$1.86M 0.14%
12,670
+1,166
150
$1.86M 0.14%
4,500
-300
4 5
6
7 8