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
251
$61.4K 0.02%
+635
252
$60.3K 0.02%
+5,272
253
$58.9K 0.01%
+323
254
$58.2K 0.01%
+681
255
$58.2K 0.01%
+1,954
256
$58.1K 0.01%
+211
257
$57.8K 0.01%
+454
258
$57.2K 0.01%
+106
259
$56K 0.01%
+2,000
260
$55.2K 0.01%
+105
261
$53.8K 0.01%
+362
262
$53.4K 0.01%
+88
263
$53.1K 0.01%
+374
264
$52.1K 0.01%
+438
265
$51.4K 0.01%
+1,527
266
$51K 0.01%
+200
267
$50.3K 0.01%
+366
268
$49.5K 0.01%
+274
269
$48.2K 0.01%
+410
270
$48.1K 0.01%
+378
271
$48.1K 0.01%
+301
272
$48K 0.01%
+591
273
$47.3K 0.01%
+627
274
$47K 0.01%
+864
275
$46.9K 0.01%
+613