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
$1.4B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$5.24M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.46M
5
BN icon
Brookfield
BN
+$1.86M

Top Sells

1
+$3.07M
2
+$2.16M
3
+$2.07M
4
AAPL icon
Apple
AAPL
+$2M
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.32M

Sector Composition

1 Technology 11.01%
2 Financials 8.6%
3 Healthcare 6.12%
4 Industrials 5.78%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.12%
18,937
+160
177
$1.66M 0.12%
7,832
-32
178
$1.64M 0.12%
11,863
-191
179
$1.63M 0.12%
27,896
-35
180
$1.63M 0.12%
33,324
+5,074
181
$1.62M 0.12%
8,066
+85
182
$1.6M 0.11%
19,190
183
$1.6M 0.11%
126,080
-18,340
184
$1.59M 0.11%
32,189
-200
185
$1.59M 0.11%
12,100
-158
186
$1.58M 0.11%
46,218
-167
187
$1.51M 0.11%
10,225
-1,000
188
$1.47M 0.1%
3,187
-10
189
$1.46M 0.1%
46,250
-11,013
190
$1.46M 0.1%
10,500
191
$1.44M 0.1%
31,264
+4,714
192
$1.43M 0.1%
47,371
-314
193
$1.4M 0.1%
5,527
+27
194
$1.39M 0.1%
67,137
-63,763
195
$1.38M 0.1%
25,320
196
$1.37M 0.1%
57,752
+18,725
197
$1.37M 0.1%
17,750
-1,865
198
$1.37M 0.1%
3,846
-48
199
$1.37M 0.1%
8,812
+362
200
$1.35M 0.1%
6,346
+3,395
6 7
8
9 10