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
$929M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.43M
3
+$945K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$921K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$785K

Top Sells

1
+$3.43M
2
+$3.37M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$700K
5
NVDA icon
NVIDIA
NVDA
+$689K

Sector Composition

1 Financials 11.24%
2 Technology 9.38%
3 Healthcare 7.71%
4 Industrials 7.68%
5 Energy 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.44M 0.16%
19,780
-200
152
$1.4M 0.15%
8,584
+35
153
$1.35M 0.15%
16,389
-7,128
154
$1.32M 0.14%
14,600
+2,300
155
$1.31M 0.14%
9,450
-200
156
$1.31M 0.14%
26,804
157
$1.3M 0.14%
20,910
158
$1.29M 0.14%
31,228
-6,209
159
$1.27M 0.14%
19,304
+52
160
$1.26M 0.14%
26,370
+35
161
$1.24M 0.13%
24,072
-398
162
$1.21M 0.13%
9,819
-70
163
$1.2M 0.13%
17,976
164
$1.17M 0.13%
17,100
165
$1.16M 0.12%
3,135
166
$1.15M 0.12%
6,389
+385
167
$1.14M 0.12%
20,750
-775
168
$1.13M 0.12%
10,200
-1,300
169
$1.13M 0.12%
14,558
170
$1.11M 0.12%
8,577
+500
171
$1.09M 0.12%
5,837
+447
172
$1.07M 0.12%
7,192
+116
173
$1.07M 0.11%
17,699
174
$1.05M 0.11%
3,950
175
$1.05M 0.11%
13,578
5 6
7
8 9