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
201
$1.34M 0.1%
32,390
202
$1.34M 0.1%
2,500
203
$1.34M 0.1%
16,143
-539
204
$1.33M 0.09%
16,150
+1,500
205
$1.31M 0.09%
3,700
+129
206
$1.3M 0.09%
50,714
+250
207
$1.29M 0.09%
60,709
-539
208
$1.26M 0.09%
6,000
209
$1.26M 0.09%
26,458
210
$1.25M 0.09%
6,352
+47
211
$1.25M 0.09%
27,416
+60
212
$1.24M 0.09%
+24,835
213
$1.22M 0.09%
63,800
+45,205
214
$1.21M 0.09%
4,350
215
$1.21M 0.09%
3,642
216
$1.19M 0.08%
12,620
-150
217
$1.19M 0.08%
17,079
-3,186
218
$1.18M 0.08%
39,302
219
$1.18M 0.08%
38,155
-125
220
$1.17M 0.08%
140,000
221
$1.16M 0.08%
10,265
-401
222
$1.16M 0.08%
8,250
223
$1.15M 0.08%
5,863
-218
224
$1.14M 0.08%
42,200
225
$1.14M 0.08%
59,018
-2,263
7 8
9
10 11