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
$1.26B
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.92M
3
+$2.49M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.14M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.09M

Top Sells

1
+$3.39M
2
+$2.97M
3
+$1.39M
4
TFC icon
Truist Financial
TFC
+$1.34M
5
GL icon
Globe Life
GL
+$1.09M

Sector Composition

1 Technology 9.75%
2 Financials 9.48%
3 Healthcare 6.67%
4 Industrials 5.65%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.49M 0.12%
15,597
+1,575
177
$1.48M 0.12%
6,307
178
$1.47M 0.12%
+115,000
179
$1.45M 0.12%
3,197
-44
180
$1.45M 0.12%
60,139
-13,017
181
$1.44M 0.11%
25,320
182
$1.42M 0.11%
10,500
183
$1.4M 0.11%
32,390
184
$1.39M 0.11%
48,608
185
$1.37M 0.11%
22,366
+1,882
186
$1.36M 0.11%
21,495
187
$1.35M 0.11%
16,857
-3,405
188
$1.34M 0.11%
30,598
+3,925
189
$1.34M 0.11%
57,112
-12,150
190
$1.29M 0.1%
44,120
-25,248
191
$1.26M 0.1%
6,081
+46
192
$1.26M 0.1%
100,170
+19,850
193
$1.26M 0.1%
12,538
+9,556
194
$1.23M 0.1%
27,714
+2,360
195
$1.23M 0.1%
29,813
+36
196
$1.21M 0.1%
29,985
+1,337
197
$1.2M 0.1%
24,099
-510
198
$1.19M 0.09%
25,950
+4,450
199
$1.19M 0.09%
19,140
200
$1.18M 0.09%
47,590
-12,775
6 7
8
9 10