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
176
$1.42M 0.11%
14,601
+3,105
177
$1.41M 0.11%
4,142
178
$1.41M 0.1%
9,458
+61
179
$1.4M 0.1%
18,940
+4,440
180
$1.4M 0.1%
3,000
181
$1.36M 0.1%
27,258
-2,582
182
$1.35M 0.1%
2,235
+1,235
183
$1.33M 0.1%
4,526
-740
184
$1.33M 0.1%
37,355
+26,925
185
$1.32M 0.1%
6,012
+45
186
$1.32M 0.1%
10,500
187
$1.31M 0.1%
+40,049
188
$1.29M 0.1%
7,614
+2,178
189
$1.27M 0.09%
10,382
190
$1.27M 0.09%
1,700
191
$1.25M 0.09%
1,672
+80
192
$1.23M 0.09%
+20,433
193
$1.22M 0.09%
3,571
194
$1.22M 0.09%
5,519
-521
195
$1.2M 0.09%
13,582
-520
196
$1.2M 0.09%
5,180
-241
197
$1.19M 0.09%
3,200
198
$1.19M 0.09%
10,347
-24
199
$1.19M 0.09%
+21,746
200
$1.18M 0.09%
39,725
+25,790
6 7
8
9 10