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
201
$1.15M 0.09%
8,280
-170
202
$1.14M 0.08%
21,358
+7,702
203
$1.13M 0.08%
10,100
204
$1.13M 0.08%
22,769
-2,315
205
$1.12M 0.08%
10,246
206
$1.12M 0.08%
24,105
+2,848
207
$1.12M 0.08%
8,600
208
$1.1M 0.08%
9,704
209
$1.09M 0.08%
227
+27
210
$1.09M 0.08%
12,809
+1,841
211
$1.08M 0.08%
42,000
212
$1.08M 0.08%
19,000
-9,750
213
$1.06M 0.08%
13,687
214
$1.06M 0.08%
7,306
215
$1.05M 0.08%
32,391
216
$1.04M 0.08%
5,271
+2,000
217
$1.02M 0.08%
12,592
-362
218
$1.01M 0.08%
14,500
219
$1M 0.07%
46,970
+16,890
220
$985K 0.07%
6,888
+2,159
221
$967K 0.07%
4,000
222
$966K 0.07%
8,112
223
$966K 0.07%
16,024
-2,200
224
$939K 0.07%
16,315
+675
225
$938K 0.07%
16,463
-539
7 8
9
10 11