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
301
$36.9K 0.01%
+38
302
$36.5K 0.01%
+917
303
$35.6K 0.01%
+172
304
$35.2K 0.01%
+1,000
305
$34.8K 0.01%
+394
306
$34.4K 0.01%
+804
307
$34.2K 0.01%
+510
308
$33.9K 0.01%
+150
309
$33.9K 0.01%
+289
310
$33.8K 0.01%
+400
311
$33.7K 0.01%
+743
312
$33.7K 0.01%
+344
313
$32.7K 0.01%
+20
314
$32.6K 0.01%
+718
315
$32K 0.01%
+286
316
$31.9K 0.01%
+259
317
$31.4K 0.01%
+834
318
$31.4K 0.01%
+60
319
$31.4K 0.01%
+38
320
$31.3K 0.01%
+129
321
$30.9K 0.01%
+134
322
$30.6K 0.01%
+104
323
$30.6K 0.01%
+685
324
$30.4K 0.01%
+100
325
$30.1K 0.01%
+163