LRIA

Leonard Rickey Investment Advisors Portfolio holdings

AUM $553M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.76%
2 Financials 1.28%
3 Consumer Discretionary 1.25%
4 Communication Services 1.02%
5 Energy 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,013