LI

LRI Investments Portfolio holdings

AUM $1.22B
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.53%
2 Technology 7.07%
3 Industrials 5.4%
4 Consumer Discretionary 3.87%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$80.4K 0.02%
+1,466
227
$80.2K 0.02%
+192
228
$78.7K 0.02%
+382
229
$76.9K 0.02%
+434
230
$76.7K 0.02%
+757
231
$76.7K 0.02%
+839
232
$76.7K 0.02%
+885
233
$76.6K 0.02%
+437
234
$75.4K 0.02%
+1,133
235
$74.9K 0.02%
+296
236
$74.6K 0.02%
+821
237
$74.4K 0.02%
+184
238
$74.2K 0.02%
+929
239
$73.6K 0.02%
+400
240
$72.5K 0.02%
+366
241
$70K 0.02%
+84
242
$70K 0.02%
+1,098
243
$68K 0.02%
+515
244
$67.8K 0.02%
+265
245
$67.7K 0.02%
+600
246
$67.5K 0.02%
+300
247
$66.5K 0.02%
+5,004
248
$65.7K 0.02%
+210
249
$64.8K 0.02%
+523
250
$64.3K 0.02%
+99