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
$1.34B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.46M
3
+$3.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.88M

Top Sells

1
+$7.08M
2
+$1.44M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.26M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Technology 12.12%
2 Financials 10.68%
3 Healthcare 6.99%
4 Industrials 6.27%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.85M 0.14%
18,220
+2,606
152
$1.84M 0.14%
56,425
+16,525
153
$1.81M 0.13%
7,564
-1,000
154
$1.78M 0.13%
20,486
-97
155
$1.75M 0.13%
70,975
156
$1.74M 0.13%
13,107
-6,410
157
$1.74M 0.13%
27,045
158
$1.74M 0.13%
48,788
-79
159
$1.72M 0.13%
11,380
+250
160
$1.71M 0.13%
79,585
+3,330
161
$1.71M 0.13%
28,704
-5,746
162
$1.69M 0.13%
9,994
-55
163
$1.66M 0.12%
76,632
164
$1.61M 0.12%
9,263
+6,379
165
$1.61M 0.12%
27,410
+13,910
166
$1.58M 0.12%
29,795
-290
167
$1.57M 0.12%
6,095
-236
168
$1.56M 0.12%
19,886
-705
169
$1.51M 0.11%
6,266
-349
170
$1.49M 0.11%
3,950
171
$1.46M 0.11%
31,482
-1,888
172
$1.45M 0.11%
3,233
+148
173
$1.44M 0.11%
24,048
+400
174
$1.43M 0.11%
7,309
+267
175
$1.43M 0.11%
25,986
+8,357
5 6
7
8 9