LIM
Leavell Investment Management Portfolio holdings
AUM
$2.23B
1-Year Return
17.7%
This Quarter Return
+11.62%
1 Year Return
+17.7%
3 Year Return
+72.04%
5 Year Return
+119.87%
10 Year Return
+244.65%
AUM
$1.73B
AUM Growth
+$160M
(+10%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
24.92%
Holding
483
New
21
Increased
178
Reduced
189
Closed
7
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.16M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$3.06M |
| 3 |
iShares MBS ETF
MBB
|
$2.53M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.24M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.21M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$7.95M |
| 2 |
Apple
AAPL
|
$1.58M |
| 3 |
Mid-America Apartment Communities
MAA
|
$1.42M |
| 4 |
Adobe
ADBE
|
$1.26M |
| 5 |
Wheaton Precious Metals
WPM
|
$1.18M |
Sector Composition
| 1 | Technology | 14.02% |
| 2 | Financials | 8.92% |
| 3 | Healthcare | 5.41% |
| 4 | Industrials | 5.26% |
| 5 | Consumer Discretionary | 3.62% |
