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
$1.23B
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.4M
3
+$1.76M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.33M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.32M

Top Sells

1
+$2.22M
2
+$2.1M
3
+$1.59M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.41M
5
BND icon
Vanguard Total Bond Market
BND
+$1.12M

Sector Composition

1 Technology 11.53%
2 Financials 10.36%
3 Industrials 7.3%
4 Healthcare 6.97%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.72M 0.14%
6,040
-75
152
$1.72M 0.14%
28,750
-14,250
153
$1.69M 0.14%
76,632
-245
154
$1.67M 0.14%
31,275
+1,100
155
$1.67M 0.14%
5,639
+150
156
$1.65M 0.13%
76,255
+2,515
157
$1.64M 0.13%
3,950
158
$1.63M 0.13%
26,459
+19,870
159
$1.59M 0.13%
10,049
160
$1.58M 0.13%
15,605
+4,110
161
$1.56M 0.13%
20,591
-625
162
$1.55M 0.13%
7,042
-265
163
$1.55M 0.13%
70,975
164
$1.54M 0.13%
30,085
+755
165
$1.48M 0.12%
5,266
166
$1.45M 0.12%
6,615
167
$1.44M 0.12%
20,583
+52
168
$1.44M 0.12%
9,401
169
$1.43M 0.12%
15,614
-1,405
170
$1.41M 0.11%
4,142
-100
171
$1.39M 0.11%
4,800
172
$1.38M 0.11%
3,000
173
$1.38M 0.11%
11,130
174
$1.36M 0.11%
29,840
-480
175
$1.34M 0.11%
41,805
5 6
7
8 9