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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.28M 0.1%
27,356
-2,457
202
$1.28M 0.1%
6,305
+116
203
$1.28M 0.1%
2,500
204
$1.27M 0.1%
3,894
-125
205
$1.27M 0.1%
6,081
206
$1.26M 0.09%
61,248
+14,699
207
$1.22M 0.09%
39,302
208
$1.22M 0.09%
29,485
-500
209
$1.21M 0.09%
3,571
210
$1.21M 0.09%
5,500
-1,000
211
$1.2M 0.09%
12,770
+3,355
212
$1.2M 0.09%
25,604
213
$1.19M 0.09%
26,550
-1,164
214
$1.19M 0.09%
26,458
215
$1.18M 0.09%
8,600
216
$1.16M 0.09%
50,464
-9,675
217
$1.15M 0.09%
140,000
+50,000
218
$1.15M 0.09%
11,430
+21
219
$1.13M 0.08%
61,281
-4,706
220
$1.12M 0.08%
8,450
+100
221
$1.11M 0.08%
38,280
-9,310
222
$1.1M 0.08%
35,998
-7,250
223
$1.1M 0.08%
10,666
-6
224
$1.09M 0.08%
24,623
-1,370
225
$1.08M 0.08%
10,528
-398
7 8
9
10 11