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
126
$2.89M 0.21%
22,651
-265
127
$2.85M 0.2%
155,655
+2,745
128
$2.85M 0.2%
12,467
-1,215
129
$2.82M 0.2%
11,648
-265
130
$2.79M 0.2%
32,688
-655
131
$2.76M 0.2%
67,575
132
$2.76M 0.2%
88,417
133
$2.62M 0.19%
39,178
+2,632
134
$2.6M 0.19%
19,800
135
$2.55M 0.18%
10,037
136
$2.55M 0.18%
165,000
137
$2.45M 0.18%
8,587
-12
138
$2.42M 0.17%
20,475
139
$2.41M 0.17%
24,273
+7,421
140
$2.35M 0.17%
106,336
-1,780
141
$2.26M 0.16%
58,084
-6,240
142
$2.23M 0.16%
86,000
143
$2.15M 0.15%
12,034
144
$2.13M 0.15%
6,633
+92
145
$2.07M 0.15%
22,268
-84
146
$2.06M 0.15%
22,389
-482
147
$2.05M 0.15%
8,381
+533
148
$2.04M 0.15%
20,382
+7,038
149
$2.04M 0.15%
4,431
+600
150
$2.02M 0.14%
21,345
4 5
6
7 8