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
126
$2.62M 0.21%
23,162
+801
127
$2.57M 0.2%
33,495
+17
128
$2.56M 0.2%
44,740
+17,816
129
$2.54M 0.2%
26,774
+5,197
130
$2.37M 0.19%
33,300
131
$2.37M 0.19%
23,892
-423
132
$2.34M 0.19%
9,091
-4
133
$2.32M 0.18%
53,364
-30,745
134
$2.21M 0.18%
10,037
135
$2.19M 0.17%
19,800
136
$2.18M 0.17%
86,000
+5,000
137
$2.06M 0.16%
8,999
138
$2.05M 0.16%
28,880
-36
139
$2.03M 0.16%
22,186
+13,964
140
$2.03M 0.16%
13,992
+100
141
$2.02M 0.16%
127,065
+9,780
142
$1.97M 0.16%
11,954
143
$1.97M 0.16%
12,009
+38
144
$1.96M 0.16%
37,126
+433
145
$1.94M 0.15%
75,275
-9,958
146
$1.93M 0.15%
144,725
-6,859
147
$1.92M 0.15%
7,160
+204
148
$1.85M 0.15%
67,750
+1,948
149
$1.84M 0.15%
21,575
-235
150
$1.83M 0.15%
77,047
-750
4 5
6
7 8