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
$2.01B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.39M
3
+$3.82M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.85M
5
HD icon
Home Depot
HD
+$2.23M

Top Sells

1
+$2.46M
2
+$2.22M
3
+$2.08M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.15M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$887K

Sector Composition

1 Technology 14.96%
2 Financials 8.65%
3 Healthcare 5.18%
4 Industrials 5.1%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.26M 0.11%
74,357
+17,690
177
$2.26M 0.11%
50,231
+11,896
178
$2.2M 0.11%
70,076
-25,766
179
$2.19M 0.11%
52,818
+12,849
180
$2.19M 0.11%
72,712
+2,909
181
$2.18M 0.11%
4,048
+67
182
$2.11M 0.11%
16,447
-864
183
$2.1M 0.1%
99,088
+17,264
184
$2.09M 0.1%
147,135
+33,428
185
$2.09M 0.1%
107,104
-7,956
186
$2.08M 0.1%
92,108
+43,685
187
$2.06M 0.1%
9,520
188
$2.04M 0.1%
208
+4
189
$2.02M 0.1%
97,959
-13,004
190
$2.01M 0.1%
4,218
+64
191
$2.01M 0.1%
68,980
+3,891
192
$1.99M 0.1%
42,201
+3,206
193
$1.95M 0.1%
76,210
+20,440
194
$1.94M 0.1%
52,194
+13,950
195
$1.93M 0.1%
8,113
196
$1.92M 0.1%
67,535
+1,339
197
$1.92M 0.1%
10,716
+216
198
$1.91M 0.1%
2,290
+204
199
$1.91M 0.1%
8,665
+2,073
200
$1.9M 0.09%
26,019
6 7
8
9 10