LIM
Leavell Investment Management Portfolio holdings
AUM
$2.23B
1-Year Return
17.7%
This Quarter Return
+5.91%
1 Year Return
+17.7%
3 Year Return
+72.04%
5 Year Return
+119.87%
10 Year Return
+244.65%
AUM
$1.23B
AUM Growth
+$69.7M
(+6%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
19.7%
Holding
399
New
25
Increased
133
Reduced
111
Closed
7
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.22M |
| 2 |
iShares Gold Trust
IAU
|
$2.1M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.59M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.41M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.12M |
Sector Composition
| 1 | Technology | 11.53% |
| 2 | Financials | 10.36% |
| 3 | Industrials | 7.3% |
| 4 | Healthcare | 6.97% |
| 5 | Consumer Discretionary | 4.97% |
