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
$1.43B
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.97M
3
+$2.76M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.92M

Top Sells

1
+$7.01M
2
+$3.07M
3
+$2.24M
4
NVDA icon
NVIDIA
NVDA
+$2.22M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.33M

Sector Composition

1 Technology 12.4%
2 Financials 8.84%
3 Healthcare 5.71%
4 Industrials 5.44%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.37M 0.1%
31,412
+148
202
$1.37M 0.1%
44,661
+820
203
$1.34M 0.09%
3,437
+1,702
204
$1.33M 0.09%
71,180
+18,875
205
$1.32M 0.09%
3,044
-9
206
$1.32M 0.09%
30,890
-1,500
207
$1.3M 0.09%
2,500
208
$1.29M 0.09%
417
+145
209
$1.28M 0.09%
8,252
+2
210
$1.24M 0.09%
51,254
+2,060
211
$1.23M 0.09%
28,715
+3,505
212
$1.23M 0.09%
25,246
-812
213
$1.23M 0.09%
25,320
214
$1.2M 0.08%
15,678
215
$1.18M 0.08%
5,549
+1,081
216
$1.18M 0.08%
13,803
+4,065
217
$1.17M 0.08%
23,420
+135
218
$1.17M 0.08%
27,110
-336
219
$1.16M 0.08%
37,802
-1,500
220
$1.16M 0.08%
10,246
221
$1.16M 0.08%
5,757
-595
222
$1.15M 0.08%
42,200
223
$1.14M 0.08%
9,100
224
$1.13M 0.08%
11,937
225
$1.13M 0.08%
27,709
-205
7 8
9
10 11