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
$2.01B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.39M
3
+$3.82M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.85M
5
HD icon
Home Depot
HD
+$2.23M

Top Sells

1
+$2.46M
2
+$2.22M
3
+$2.08M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.15M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$887K

Sector Composition

1 Technology 14.96%
2 Financials 8.65%
3 Healthcare 5.18%
4 Industrials 5.1%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.72M 0.19%
161,184
+54,789
127
$3.64M 0.18%
135,903
+807
128
$3.59M 0.18%
58,841
-1
129
$3.56M 0.18%
11,932
+1,128
130
$3.52M 0.18%
8,405
-920
131
$3.51M 0.18%
10,600
+2,044
132
$3.45M 0.17%
34,113
+2,994
133
$3.42M 0.17%
48,307
+1,848
134
$3.41M 0.17%
58,644
+5,083
135
$3.4M 0.17%
130,608
+24,104
136
$3.28M 0.16%
33,405
-4,195
137
$3.25M 0.16%
20,882
+264
138
$3.24M 0.16%
18,560
+3,405
139
$3.21M 0.16%
6,165
+200
140
$3.19M 0.16%
17,714
+1,050
141
$3.1M 0.15%
94,804
+373
142
$3.09M 0.15%
30,849
-317
143
$3.07M 0.15%
16,845
-346
144
$3.05M 0.15%
11,577
145
$3.05M 0.15%
10,951
+1,000
146
$3.05M 0.15%
34,328
-5,199
147
$3.03M 0.15%
20,057
148
$2.98M 0.15%
38,139
-354
149
$2.97M 0.15%
121,963
+31,698
150
$2.91M 0.14%
16,858
+1,058
4 5
6
7 8