LI

LRI Investments Portfolio holdings

AUM $1.24B
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.95%
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
326
$30.1K 0.01%
+612
327
$29.9K 0.01%
+375
328
$29.7K 0.01%
+113
329
$29.5K 0.01%
+74
330
$29.5K 0.01%
+1,034
331
$28.9K 0.01%
+1,840
332
$28.5K 0.01%
+236
333
$28.5K 0.01%
+900
334
$28.5K 0.01%
+53
335
$28.4K 0.01%
+176
336
$27.7K 0.01%
+1,165
337
$27.7K 0.01%
+378
338
$27.7K 0.01%
+96
339
$26.9K 0.01%
+1,000
340
$26.6K 0.01%
+150
341
$26K 0.01%
+600
342
$25.9K 0.01%
+162
343
$25.8K 0.01%
+99
344
$25.5K 0.01%
+543
345
$25.4K 0.01%
+328
346
$25.1K 0.01%
+700
347
$25.1K 0.01%
+63
348
$25K 0.01%
+168
349
$24.5K 0.01%
+126
350
$24.4K 0.01%
+401